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Osterweis Capital Management Share
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Overview Share
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San Francisco, California
$6.1 billion AUM
1 office

Osterweis Capital Management is based in San Francisco, California and has $6.1 billion in assets under management.

Location
One Maritime Plaza, Suite 800
San Francisco, CA 94111
$6.1 billion
AUM
59
Employees
AUM Share
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$6,127,968,436
Assets under management
209 clients
Number of clients
Average investment size is $29,320,423
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 10 $14,851,784 0% $1,485,178
High net worth individuals 179 $606,094,763 10% $3,386,004
Investment companies 4 $5,408,062,637 88% $1,352,015,659
Pension and profit sharing plans Fewer than 5 clients $9,842,711
Charitable organizations 11 $40,192,188 1% $3,653,835
Other corporations or businesses Fewer than 5 clients $48,924,353
Employees Share
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59
Employees
17
Investment analysts
29% of total employees
AUM per employee Share
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$6,127,968,436
Assets under management
$103,863,872
AUM per employee
$360,468,732
AUM per investment analyst
About Share
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Compensation

Osterweis Capital Management makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Osterweis Capital Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 109,580
SEC number 801-54360
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date March 30, 2020

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