| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Morgan Kane | Trustee, Kane Family Trust Dtd 6/27/2005 | Under 5% | 2018 |
| Carl Kaufman & Martha Angove Revocable Trust | Shareholder | 10-25% | 2004 |
| Carl Philip Kaufman Control | Co-Ceo And Co-President | Under 5% | 2017 |
Osterweis Capital Management Inc reports $452.3 million in regulatory assets under management on its Form ADV.
Osterweis Capital Management Inc reports 63 employees.
Osterweis Capital Management Inc is based in San Francisco, CA and has been SEC-registered since 1983.
Osterweis Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Maritime Plaza, Ste 800, San Francisco, CA 94111 |
| Phone | 415-434-4441 |
| Fax | 415-434-0918 |
| Office hours | 7:00a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $452.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $452.3M |