Osterweis Capital Management

Osterweis Capital Management (CRD# 109580) is a financial advisory firm headquartered in San Francisco, CA. They manage $6,075,586,862 in 250 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,076
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $24,302,347
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, MD, NE, NH, NY, OR, TX

Financial Advisors at Osterweis Capital Management
No Advisor Found.
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