OSTERWEIS CAPITAL MANAGEMENT INC

OSTERWEIS CAPITAL MANAGEMENT
SAN FRANCISCO, California·20 registered advisors·CRD# 105421
SEC# 801-183950415-434-4441
01

Firm Overview

AUM
$445M
Regulatory assets under management
Employees
60
Total firm employees
Advisors
20
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OSTERWEIS CAPITAL MANAGEMENT INC

20 registered advisors
Amy Bernhard Berler
SAN FRANCISCO, California
Bradley Morgan Kane
SAN FRANCISCO, California
Carl Philip Kaufman
SAN FRANCISCO, California
Catherine Halberstadt
SAN FRANCISCO, California
Craig Leonard Manchuck
SAN FRANCISCO, California
Gregory Scott Hermanski
SAN FRANCISCO, California
Irina Kovriga
SAN FRANCISCO, California
John Foxon Tavernetti
SAN FRANCISCO, California
John Scott Coleman
SAN FRANCISCO, California
John Stephen Maclellan
SAN FRANCISCO, California
John Steven Osterweis
SAN FRANCISCO, California
Mang C. Lee
SAN FRANCISCO, California
Martha Elizabeth Angove
SAN FRANCISCO, California
Matthew Kip Berler
SAN FRANCISCO, California
Pamela Sue Nichter
SAN FRANCISCO, California
Rachel Zenner Kane
SAN FRANCISCO, California
Rebecca Dawn Hermanski
SAN FRANCISCO, California
Sarah Chang
SAN FRANCISCO, California
Shawn Michael Eubanks
SAN FRANCISCO, California
Tsun Hsien Lee
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
20 advisors

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Data sourced from SEC Form ADV filings. OSTERWEIS CAPITAL MANAGEMENT INC (CRD# 105421) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.