# OSBON CAPITAL MANAGEMENT, LLC

OSBON CAPITAL MANAGEMENT, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 134731
- Type: SEC-registered investment adviser
- SEC file number: 801-113245
- Location: 75 STATE STREET, SUITE 100, BOSTON, MA, 02109
- Phone: 617-217-2772
- Latest filing: 2026-03-11
- Regulatory AUM: $205.3M
- Discretionary AUM: $187.4M
- Non-discretionary AUM: $17.9M
- Clients: 3
- Accounts: 240

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| John Fredrick Osbon | CHIEF COMPLIANCE OFFICER | — |
| Jon Maxwell Osbon | MANAGING MEMBER | Boston, MA |
| PUZO MICHAEL J | CO-TRUSTEE | — |
| OSBON JOHN FREDRICK | CHIEF COMPLIANCE OFFICER; CO-TRUSTEE; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| OSBON JON MAXWELL | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134731/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134731/similar
- Related entities: https://search.stillhousedata.com/firm/134731/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134731

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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.