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Jon Maxwell Osbon

Osbon Capital Management, LLC

Boston, MA

CRD 6244193

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Employer firm

Osbon Capital Management, LLC CRD 134731

$205M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Osbon Capital Management, Llc

75 State Street Suite 100, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-09-03
  • MA RA
    APPROVED
    Since 2013-09-03

Branch Locations

75 State Street Suite 100, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unifimoney Ria Qozb, Llc Somerville MA 10/2023 Present
Osbon Capital Boston MA 11/2012 Present
  • 10/2023 → Present
    Unifimoney Ria Qozb, Llc
    Somerville, MA
  • 11/2012 → Present
    Osbon Capital
    Boston, MA
Other Businesses

Max is currently and IAR and Partner at Osbon Capital, a SEC registered RIA.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-19
  • S65 Uniform Investment Adviser Law Examination
    2013-03-19
Other Names
  • Max Osbon

View on SEC IAPD

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