OSTERWEIS CAPITAL MANAGEMENT

One Maritime Plaza, Ste 800
San Francisco, California 94111
Tel: 415-434-4441

About OSTERWEIS CAPITAL MANAGEMENT

OSTERWEIS CAPITAL MANAGEMENT, formally registered with the SEC as OSTERWEIS CAPITAL MANAGEMENT. The firm was established in 03/03/1983. They have over 1 offices throughout the country.

OSTERWEIS CAPITAL MANAGEMENT is a San Francisco, California based Financial Planning firm with nearly $445,333,088 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105421
SEC#	801-18395
Assets Managed by Firm	$445,333,088
No. of Clients	47
No. of Advisors	60

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	47	$445,333,088
High net worth individuals	46	$285,995,218

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