# OSBORNE PARTNERS CAPITAL MANAGEMENT LLC

OSBORNE PARTNERS CAPITAL MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108100
- Type: SEC-registered investment adviser
- SEC file number: 801-56319
- Location: ONE EMBARCADERO CENTER, STE 4100, SAN FRANCISCO, CA, 94111
- Phone: 415-362-5637
- Latest filing: 2026-05-01
- Regulatory AUM: $2.7B
- Discretionary AUM: $2.6B
- Non-discretionary AUM: $42.3M
- Clients: 18
- Accounts: 2,125

## Business model

- Compensation: % of AUM, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Norman Dino Villarina | PARTNER OF OPCM HOLDINGS, LLC | New York, NY |
| Christy Jean Fabian | CHIEF COMPLIANCE OFFICER | — |
| Douglas Stephen Wertheimer | PARTNER OF OPCM HOLDINGS, LLC | — |
| Justin Wellington Mcnichols | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | — |
| Charles Joseph Else | PRINCIPAL | — |
| Sonia J Von Berg | CHIEF OPERATING OFFICER/PRINCIPAL | — |
| Jay Michael Skaalen | ANALYST/PRINCIPAL | — |
| Daniel Manes Haut | WEALTH COUNSELOR/PRINCIPAL | — |
| Alicia Wan-Ling Cheng | CHIEF COMPLIANCE OFFICER/PRINCIPAL | — |
| LEMON SHANNON STACY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PARTNER | — |
| MCDADE III HERBERT H | CAPITAL INVESTOR | — |
| VILLARINA NORMAN DINO | EXECUTIVE COMMITTEE OFFICER; EXECUTIVE COMMITTE OFFICER; GENERAL PARTNER (+1 more) | — |
| WERTHEIMER DOUGLAS STEPHEN | GENERAL PARTNER; PARTNER | — |
| OSBORNE CHARLES DEVENS | CHAIRMAN OF THE BOARD; CHAIRMAN OF THE BOARD/PRINCIPAL; CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER (+1 more) | — |
| GILLOOLY ROBERT CHRISTOPHER | PORTFOLIO MANAGER/PARTNER | — |
| MCNICHOLS JUSTIN WELLINGTON | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER; CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL; PORTFOLIO MANAGER/PARTNER | — |
| HEDLUND ROBERT GUSTAF | EXECUTIVE COMMITTEE OFFICER; EXECUTIVE COMMITTEE OFFICER/CAPITAL INVESTOR; PARTNER | — |
| KENEALY DEGLIN FRANCIS | BOARD MEMBER/ADVISOR; CHIEF EXECUTIVE OFFICER; HEAD OF GLOBAL DEVELOPMENT | — |
| SEYMOUR TIMOTHY JOSEPH | CAPITAL INVESTOR | — |
| CHENG ALICIA WAN-LING | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PRINCIPAL | — |
| KIRK JOHN ALEXANDER | CAPITAL INVESTOR | — |
| ELSE CHARLES JOSEPH | PRINCIPAL | — |
| Von Berg Sonia J | CHIEF OPERATING OFFICER/PRINCIPAL; CHIEF OPERATIONS OFFICER/PRINCIPAL | — |
| SKAALEN JAY MICHAEL | ANALYST/PRINCIPAL | — |
| BALLENTINE JAMES MACALLAN | CAPITAL INVESTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108100/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108100/similar
- Related entities: https://search.stillhousedata.com/firm/108100/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108100

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.