Osbon Capital Management

What is Osbon Capital Management?

Osbon Capital Management is an independent investment management firm and provider of family office services based in Boston, Massachusetts. Their approach to investment management aims to serve the unique needs of wealthy families and entrepreneurs through tailored strategies and personalized client relationships.

Osbon Capital Management specializes in constructing customized investment strategies, founded on thorough research and experience, to address the specific financial priorities of their clients. In addition to their public market strategies, they extend their services to private market assets.

This encompasses a range of private investment opportunities including private equity, private credit, real estate, direct investments, and venture capital.

Alongside investment management, Osbon Capital also offers comprehensive family office services to help clients manage the complexities of wealth. This includes but is not limited to tax optimization, estate planning, trust management, and other wealth management necessities.

Their investment portfolio includes several industries such as FinTech and Financial Services, Hardware and Manufacturing, A.I. and Big Data, Blockchain and Cryptocurrencies, Web Security and Privacy, Analytics, Cloud Services and Infrastructure, GovTech, and DeepTech. They also have an interest in investments focused on women-led businesses. Osbon Capital Management targets pre-seed and seed stage investment opportunities with a minimum investment limit of $50,000 and a maximum of $1,000,000, while their sweet spot for investments typically lies around $300,000.

What they say:

We are an advisory firm committed to guiding clients towards their financial aspirations.

What we look for: We invest in solutions that help individuals achieve their financial and investment objectives.