SEC Form ADV

OSTERWEIS CAPITAL MANAGEMENT

Registered Investment AdviserCA
$7.5B
Assets Under Management
362
Total Clients
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Registration Details

Accession
CRD-109580
Location
SAN FRANCISCO, CA
Filing Date
March 31, 2026
AUM
$7.5B
Total Clients
362
Amendment
No

About this Adviser

OSTERWEIS CAPITAL MANAGEMENT is a registered investment adviser headquartered in SAN FRANCISCO, CA, managing approximately $7.5B in assets across 362 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.