Osbon Capital Management, LLC

Osbon Capital serves high‑net‑worth individuals and their related personal accounts and also acts as investment manager to several private funds and pooled investment vehicles. The firm provides discretionary, non‑discretionary and consulting portfolio management services and generally suggests a minimum aggregated account size of $1,000,000, with private fund and performance‑fee arrangements offered only to qualified or accredited investors.

The firm’s investment approach centers on individualized asset‑allocation portfolios implemented primarily with indexed ETFs, combined with specialized strategies such as a rules‑based, daily‑rebalanced quantitative absolute‑return program for qualified clients (with no leverage or short sales and turnover that can vary materially). Osbon Capital manages private funds and other pooled vehicles pursuant to private placement memoranda and tailors portfolios to client objectives, time horizons and risk tolerance.

What is distinctive about Osbon Capital relative to many peers is its role as a private fund adviser and fund sponsor/syndicator and its use of performance‑based fee arrangements for certain strategies — features that are relatively uncommon among supported firms and which are typically limited to qualified clients. The firm operates with a small advisory team overseeing roughly $205 million in reported assets and discloses that private‑fund activities may include negotiated investor‑specific terms (e.g., side letters) and other fund‑specific provisions.