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OSTERWEIS CAPITAL MANAGEMENT

Tel: 415-434-4441
One Maritime Plaza, Ste 800
San Francisco, California  94111

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OSTERWEIS CAPITAL MANAGEMENT

OSTERWEIS CAPITAL MANAGEMENT is a San Francisco, California based financial advisory firm with nearly $445,333,088 in assets under management and provides investment advisory services for 47 clients. There are currently 60 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

105421

SEC#:

801-18395

No. of Clients:

47

Assets under Management

$445,333,088

No. of Advisors:

60

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