Osbon Capital Management

Osbon Capital Management is a Boston-based wealth management firm, founded in 2005, that specializes in index-only investment strategies. It offers comprehensive investment services tailored to the needs of wealthy families and entrepreneurs, focusing on asset allocation across distinct classes based on individual goals and risk tolerance. As a registered investment adviser, Osbon Capital emphasizes a personalized approach, with clients engaging directly with founder John Osbon, ensuring a high level of care and attention. The firm’s unique boutique model distinguishes it from traditional investment firms by combining the benefits of index investing with dedicated personal service.

John Osbon

Founder and Managing Partner

Max Osbon

Owner and Managing Partner

7 past transactions

Groma

Series A in 2023
Groma is a vertically integrated real estate investment, development, and management company that leverages technology to enhance its operations. It focuses on identifying and analyzing potential acquisitions through automated modeling tools that provide insights into market comparables, zoning research, and rent roll details. This technological approach allows Groma to produce financial models rapidly, enabling clients to respond promptly to emerging opportunities in the real estate market. By combining traditional real estate practices with innovative tech solutions, Groma aims to deliver improved outcomes for investors, tenants, and the communities it serves.

E Prime Rentals

Seed Round in 2016
E Prime Rentals is an LGBT camera rental company. The company was founded in 2016 and is based in Clearwater, Florida, United States.

Bluesocket

Venture Round in 2003
Bluesocket is a company that specializes in providing secure, enterprise-level mobile connectivity solutions. It offers products and support designed to enhance wireless network infrastructure for desktops, mobile devices, and enterprise applications. By unifying secure wireless LAN with SIP-based enterprise VoIP, Bluesocket enables organizations to create robust and efficient wireless networks that support a wide range of communication and operational needs. Its focus on enterprise mobility solutions positions the company as a key player in the development of innovative connectivity products in the marketplace.

USPowerSolutions

Series A in 2000
USPowerSolutions is a business service provider focused on the deregulating energy market, which is valued at approximately $300 billion. The company specializes in developing web-based infrastructure that facilitates electronic transactions among various participants, including Energy Service Providers, Distribution Companies, Customer Acquisition Portals, and Product Vendors. By offering billing and customer care solutions through its innovative platform, USPowerSolutions enables clients to create strategic electronic data links on demand. This capability allows clients to enhance profitability by accelerating operational expansion, reducing costs associated with market participation, improving customer service, and streamlining overall operations.

HarvardNet

Venture Round in 1999
HarvardNet offers a full range of Web hosting services. From packages that make it easy to immediately establish an Internet presence to complex e-commerce applications, HarvardNet has a hosting service that will easily meet your needs. All HarvardNet hosting services are operated from HarvardNet's state of the art Web Operations Center, offering the ultimate in connectivity, reliability, security, and scalability.

Adero

Series B in 1999
Adero, Inc. is a technology company based in Goleta, California, specializing in intelligent organization systems that help individuals locate lost or misplaced items. Founded in 2008 and originally known as TrackR, Inc., Adero offers a Bluetooth-based tracking device that employs low-power wireless sensors compatible with various platforms. The company aims to alleviate the stress associated with misplaced belongings by enabling users to track their items easily through a mobile application available for both iPhone and Android devices. Adero's innovative solutions have earned recognition, including being named one of Fast Company's Most Innovative Companies in 2019.

Adero

Series A in 1998
Adero, Inc. is a technology company based in Goleta, California, specializing in intelligent organization systems that help individuals locate lost or misplaced items. Founded in 2008 and originally known as TrackR, Inc., Adero offers a Bluetooth-based tracking device that employs low-power wireless sensors compatible with various platforms. The company aims to alleviate the stress associated with misplaced belongings by enabling users to track their items easily through a mobile application available for both iPhone and Android devices. Adero's innovative solutions have earned recognition, including being named one of Fast Company's Most Innovative Companies in 2019.
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