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OSTERWEIS CAPITAL MANAGEMENT
OSTERWEIS CAPITAL MANAGEMENT LLC
CRD 109580 · SEC 801-54360
ONE MARITIME PLAZA, SUITE 800, SAN FRANCISCO, CA, 94111, United States
Phone
415-434-4441
Fax
415-434-0918
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.50B
Discretionary AUM
$7.46B
Team
666 total employees; 14 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
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 |
|---|---|---|
| Individuals | 2 | $151K |
| High net worth individuals | 344 | $988.7M |
| Investment companies | 4 | $6.37B |
| Charitable organizations | 8 | $69.4M |
States served
CA, LA, NY, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD