Osbon Capital Management is an independent investment manager and family office services firm located in Boston, providing comprehensive services for wealthy families and entrepreneurs.

Osbon Capital Management

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Managing Partner / Owner

Max Osbon

Investment Operations and Reporting Manager

Daniel Cappucci

Managing Partner

John Osbon

Shruti Bansal

Director - Investments

Owner & Managing Partner

Founder & Managing Partner

Bluesocket provides networking and communications equipment enabling connectivity across copper, fiber and wireless network infrastructures.

Venture Capital Investors with Investments in Northeastern US

Greater Boston Area Investors

Investors Active in Boston, Massachusetts

Venture Capital Investors with Investments in United States

As a first-of-its-kind index boutique, Osbon Capital combines the power of index investments with the personal service of a high-end boutique. Our index-only investment philosophy allows us to carefully allocate your holdings to distinct asset classes based on your goals and risk tolerance, without trying to guess which securities will outperform the market in the next few weeks. Our boutique business model means you will deal directly with founder John Osbon, receiving the kind of personal care and attention that only a company owner can deliver.

Boston

Massachusetts

United States

North America

Founder Spotlight: Max Osbon of Osbon Capital Management | MarketWatch

Offers tailored investment strategies based on research to meet individual financial goals.

Provides access to private market assets including private equity, credit, real estate, and venture capital.

Assists with wealth management through strategies for tax optimization, estate planning, and trust management.

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Osbon Capital Management