Osterweis Capital Management Inc
● SEC registered since 1983CRD 105421SEC# 801-18395San Francisco, CA
Reg. AUM
$439.4M
Employees
66
Accounts
35
Location
San Francisco, CA
Osterweis Capital Management Inc assets under management
Osterweis Capital Management Inc is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 1983. It reports $439.4 million in regulatory assets under management and employs 66 people.
Osterweis Capital Management Inc owners & executives
23 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Morgan Kane | Trustee, Kane Family Trust Dtd 6/27/2005 | Under 5% | 2018 |
| Carl Kaufman & Martha Angove Revocable Trust | Shareholder | 10-25% | 2004 |
| Carl Philip Kaufman Control | Co-Ceo And Co-President | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Osterweis Capital Management Inc manage?
Osterweis Capital Management Inc reports $439.4 million in regulatory assets under management on its Form ADV.
How many employees does Osterweis Capital Management Inc have?
Osterweis Capital Management Inc reports 66 employees.
Where is Osterweis Capital Management Inc located?
Osterweis Capital Management Inc is based in San Francisco, CA and has been SEC-registered since 1983.
Does Osterweis Capital Management Inc disclose fund performance?
Osterweis Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Maritime Plaza, Ste 800, San Francisco, CA 94111 |
| Phone | 415-434-4441 |
| Fax | 415-434-0918 |
| Office hours | 7:00a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$439.4M▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$439.4Mregulatory AUM
Discretionary $438.8MNon-discretionary $588K