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Daniel Manes Haut

Osborne Partners

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About Daniel Manes Haut

Daniel Manes Haut is a financial advisor with Osborne Partners Capital Management, LLC in San Francisco, California. Daniel has been in the financial services industry since 2003. Daniel is registered with the state of California and the state of Pennsylvania as an Investment Advisor Representative. Daniel is also registered with the state of Texas. Daniel has passed the Series 7 and Series 66 exams. Daniel is a Certified Financial Planner. Daniel specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Daniel Haut is currently registered with Osborne Partners. Osborne Partners is an investment advisor registered with the SEC, with approximately $2.17 billion in regulatory assets under management. Based in San Francisco, California, the firm serves a variety of clients, including high-net-worth individuals, charitable organizations, other investment advisors, and corporations. Their services include financial planning, portfolio management, and selection of other advisors.
Osborne Partners

ONE EMBARCADERO CENTER

SAN FRANCISCO, CA 94111

$2.17B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Haut’s Registration & Firm History

CA

11/23/2022 - Present

Osborne Partners (SAN FRANCISCO CA)

CA

07/18/2003 - 07/30/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPA CA)

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Licenses & Designations

BOTH

Issued 08/15/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Manes Haut.
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