| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Morgan Kane | Trustee, Kane Family Trust Dtd 6/27/2005 | Under 5% | 2018 |
| Carl Kaufman & Martha Angove Revocable Trust | Member | 10-25% | 2004 |
| Carl Philip Kaufman | Trustee, Carl Kaufman & Martha Angove Revocable Trust | Under 5% | 2004 |
Osterweis Capital Management LLC reports $7.6 billion in regulatory assets under management on its Form ADV.
Osterweis Capital Management LLC reports 63 employees.
Osterweis Capital Management LLC is based in San Francisco, CA and has been SEC-registered since 1997.
Osterweis Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Maritime Plaza, Suite 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 | $7.53B |
| Non-discretionary | $30M |
| Total (RAUM) | $7.56B |