Wealth Management

In 2005, IC purchased a substantial ownership interest in Osborne Partners Capital Management ("OPCM"), a San Francisco based manager formerly owned by Northern Trust with $400 million in assets under management at time of acquisition.

IC executed, in partnership with management, a growth strategy based on select strategic acquisitions and organic growth.

  • In 2006, IC acquired the wealth management group of Silicon Valley Bank and merged the entity and team into OPCM.
  • In 2010, IC recruited OPCM's current CEO from Fisher Investments where he grew AUM organically from $1 billion to $1.6 billion in less than seven years.

OPCM has grown its AUM every year since IC's original investment. OPCM provides traditional "endowment" focused portfolios for high net worth individuals and institutions.