OSTERWEIS CAPITAL MANAGEMENT LLC/CA
SAN FRANCISCO, CA · CIK 1048802 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 1997 · limited liability company
- Assets managed$7.5bn
- Staff666 · 14 in investment roles
- Main clients (by assets)Mutual funds and ETFs 85%, High net worth individuals 13%
- Websiteosterweis.com
- Form ADV · 2026-03-31SEC adviser record
- Legal entityOSTERWEIS CAPITAL MANAGEMENT, LLC (US)
- Kindmutual funds
- Others nearbySan Francisco, CA
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.