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.

Max Osbon

Owner and Managing Partner

John Osbon

Founder and Managing Partner

7 past transactions

Groma

Series A in 2023
Groma is a real estate investment, development, and management company that integrates technology to enhance its operations. The firm focuses on identifying potential acquisition opportunities through automated modeling, which provides valuable insights into market comparables, zoning research, and rent roll details. This technological approach allows Groma to produce financial models swiftly, enabling clients to act promptly and effectively when potential deals arise. By combining real estate expertise with innovative tools, Groma aims to deliver better 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 specializes in secure, enterprise-level mobile connectivity solutions. The company focuses on creating a robust network infrastructure that supports a range of devices, including desktops and mobile devices, as well as enterprise applications. By integrating secure wireless local area networks (LAN) with Session Initiation Protocol (SIP)-based enterprise Voice over Internet Protocol (VoIP), Bluesocket enhances the connectivity and communication capabilities within organizations.

USPowerSolutions

Series A in 2000
USPowerSolutions is a business service provider focused on the deregulated energy market, which is valued at approximately $300 billion. The company utilizes advanced internet technologies to create a web-based communications infrastructure that facilitates electronic transactions among key participants, including energy service providers, distribution companies, customer acquisition portals, and product vendors. Through its innovative platform, USPowerSolutions enables energy service providers to establish strategic electronic data links on demand. This capability allows clients to enhance profitability by expanding operations efficiently, reducing market participation costs, 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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