OSTERWEIS CAPITAL MANAGEMENT

One Maritime Plaza, Suite 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 05/02/1997. They have over 1 offices throughout the country.

OSTERWEIS CAPITAL MANAGEMENT is a San Francisco, California based Financial Planning firm with nearly $6,352,874,498 assets under management, offering retirement planning & investment advisory services to 321 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109580
SEC#	801-54360
Assets Managed by Firm	$6,352,874,498
No. of Clients	321
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	321	$6,352,874,498
Individuals (other than high net worth individuals)	20	$24,786,546
High net worth individuals	285	$771,319,832
Charitable organizations	9	$54,394,337
Corporations or other businesses	Fewer than 5 clients	$57,474,442

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