Ogborne Capital Management, LLC
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Overview
Ogborne Capital Management, LLC operates as an advisory company headquartered in San Francisco, California. Ogborne Capital Management, LLC controls $253.0 million in assets under management over three accounts, making it a mid-tier firm in the United States by assets under management (AUM). Ogborne Capital Management, LLC has a small team, including 2 financial advisors. Ogborne Capital Management, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable financial investments like bonds, stocks and options.
Ogborne Capital Management, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell decisions without requiring the client's authorization. The advisory firm supervises an average of $84.3 million in assets for every customer account. An average financial advisor at Ogborne Capital Management, LLC manages about two client accounts, placing it among the most personalized advisor firms in the country.
Ogborne Capital Management, LLC's central office is at 220 Halleck St., San Francisco, California 94129. It is legally allowed to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ogborne Capital Management, LLC by the Numbers
$253.0 million
4
3
$84.3 million
Fee Structure
A financial advisor's fees largely are based on which services the firm provides the client. Fees billed by Ogborne Capital Management, LLC most likely consist of some blend of the following fee types: asset-based or performance-based. Ogborne Capital Management, LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its three customers, Ogborne Capital Management, LLC's biggest client by number of accounts is pooled investment vehicles. Around 66% of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ogborne Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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