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Osbon Capital Management is an independent investment manager and family office services firm based in Boston, providing comprehensive services for the unique needs of wealthy families and entrepreneurs. The firm offers customized investment strategies designed to address unique financial priorities, underpinned by extensive research and experience, and extends beyond public markets to capture opportunities in private market assets ranging from private equity, private credit, real estate, direct investments, and venture capital. Osbon emphasizes a personalized, fee-only approach — never receiving commissions and free from parent-company influence — tailoring each investment plan to the client's specific needs, time frame, and priorities.
Notable quotes
“Many of our clients have MBAs and PhDs or are Baker Scholars who have done well at a young age, are very astute and want to see their wealth grow. They want a particular type of wealth management.”
“At the big firms, it can be one size fits all, but we've got to be personal. It's rare for a firm to be able to work this way. You've got to be able to specialize when you work with a small number. That's not possible if you have hundreds of clients.”
“Technology is seductive and cool, but it doesn't always lead to better results. As much as you want an iPad app, it doesn't necessarily mean a better investment relationship. It always goes back to being a personalized process.”
Team
Recent investments
| Company | Round | Size | Date |
|---|---|---|---|
| Groma | Unknown | — | — |
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