OSTERWEIS CAPITAL MANAGEMENT INC
Doing business as OSTERWEIS CAPITAL MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$439,351,047
Discretionary
$438,763,122
Non-discretionary
$587,925
Firm details
- CRD number
- 105421
- SEC file number
- 801-18395
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 66
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.