OSTERWEIS CAPITAL MANAGEMENT LLC
Doing business as OSTERWEIS CAPITAL MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$7,498,003,709
Discretionary
$7,463,916,798
Non-discretionary
$34,086,911
Firm details
- CRD number
- 109580
- SEC file number
- 801-54360
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 666
- SEC status
- Approved
- Website
- HTTP://WWW.OSTERWEIS.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.