Osterweis Capital Management LLC
● SEC registered since 1997CRD 109580SEC# 801-54360San Francisco, CA
Reg. AUM
$7.5B
Employees
666
Accounts
362
Location
San Francisco, CA
Osterweis Capital Management LLC assets under management
Osterweis Capital Management LLC is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 1997. It reports $7.5 billion in regulatory assets under management and employs 666 people.
Osterweis Capital Management LLC 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 | Member | 10-25% | 2004 |
| Carl Philip Kaufman | Trustee, Carl Kaufman & Martha Angove Revocable Trust | Under 5% | 2004 |
See all 23 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Osterweis Capital Management LLC manage?
Osterweis Capital Management LLC reports $7.5 billion in regulatory assets under management on its Form ADV.
How many employees does Osterweis Capital Management LLC have?
Osterweis Capital Management LLC reports 666 employees.
Where is Osterweis Capital Management LLC located?
Osterweis Capital Management LLC is based in San Francisco, CA and has been SEC-registered since 1997.
Does Osterweis Capital Management LLC disclose fund performance?
Osterweis Capital Management LLC 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, Suite 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
$7.5B▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$7.5Bregulatory AUM
Discretionary $7.46BNon-discretionary $34.1M