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OSTERWEIS CAPITAL MANAGEMENT
OSTERWEIS CAPITAL MANAGEMENT INC
CRD 105421 · SEC 801-18395
ONE MARITIME PLAZA, STE 800, SAN FRANCISCO, CA, 94111, United States
Phone
415-434-4441
Fax
415-434-0918
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$439.4M
Discretionary AUM
$438.8M
Team
66 total employees; 14 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 33 | $275.9M |
| Investment companies | 1 | $148.4M |
States served
CA, NY, NH
All web addresses on file
Official SEC filing: View on IAPD