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Building 2OSTERWEIS CAPITAL MANAGEMENT

Map pinSAN FRANCISCO, CA
Phone415-434-4441
NotebookSEC #801-18395
Total AUM
$439.4M
Employees
66
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE MARITIME PLAZA, STE 800
SAN FRANCISCO
CA 94111
United States
Operating Hours
7:00AM - 5:00 PM
Monday - Friday
Phone
415-434-4441

ReceiptFinancials

Total AUM
$439.4M
Accounts
35
Discretionary
$438.8M
Accounts
33
Non-Discretionary
$587.9K
Accounts
2

ContactClients

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HNW Individual Clients
33
AUM
$275.9M
Investment Company Clients
1
AUM
$148.4M
Government Entity Clients
1
AUM
$15.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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