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Building 2OSTERWEIS CAPITAL MANAGEMENT

Map pinSAN FRANCISCO, CA
Phone415-434-4441
NotebookSEC #801-54360
Total AUM
$7.5B
Employees
666
Clients
359

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$7.5B
Accounts
362
Discretionary
$7.5B
Accounts
336
Non-Discretionary
$34.1M
Accounts
26

ContactClients

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Individual Clients
2
AUM
$151.5K
HNW Individual Clients
344
AUM
$988.7M
Investment Company Clients
4
AUM
$6.4B
Charitable Organization Clients
8
AUM
$69.4M
Corporation or Business Clients
1
AUM
$68.7M

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
CAFLLANYORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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