Osterweis Capital Management

Multi Family Office (MFO)San Francisco, United States
$6.4B
Assets Under Management
San Francisco
Headquarters

About Osterweis Capital Management

In 1983, John Osterweis founded Osterweis Capital Management to manage assets for individuals, families, endowments, and institutions. Now entering our fourth decade, we are an integrated firm with over sixty employees, managing $6.4 billion in assets. Our clients, many of them with us for decades, know we've gotten here through an unwavering commitment to one purpose: To protect and grow our clients' capital for the enduring security of multiple generations. Osterweis is an investment adviser, and is privately held by a number of employees and two outside directors. 

Preferred Investment Types

Convertible NoteDirect InvestingLong-Term InvestmentsPrivate Equity

Preferred Sectors & Themes

Capital MarketsCash Trading SecuritiesDebt ManagementDerivative TradingEquity/Mutual FundsESG & SustainabilityFixed Income/Debt SecuritiesInvestment Banking & BrokerageInvestment ManagementMulti-Asset InvestingRetirement PlanningTrust ManagementWealth & Estate PlanningAlternative InvestmentsBankingFinancial ServicesFinanceHigh-Level Sectors

Preferred Geographies

GlobalUnited States

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Frequently asked questions

What type of investor is Osterweis Capital Management?

Osterweis Capital Management is a multi family office (mfo) based in San Francisco, United States, managing approximately $6.4B in assets.

Where is Osterweis Capital Management headquartered?

Osterweis Capital Management is headquartered in San Francisco, United States.

How much does Osterweis Capital Management manage?

Osterweis Capital Management manages approximately $6.4B in assets under management.

What does Osterweis Capital Management invest in?

Osterweis Capital Management focuses on Convertible Note, Direct Investing, Long-Term Investments, Private Equity, Capital Markets, Cash Trading Securities, Debt Management, Derivative Trading.

How can I contact Osterweis Capital Management?

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