OSTERWEIS CAPITAL MANAGEMENT

Company Profile

As of Date 03/31/2026
ADV Location United States, CA
Websites
AUM* 7,937,354,756 17%
of that, discretionary 7,902,679,920 17%
Number of Employees 732 510%
of those in investment advisory functions 28 8%
Private Fund GAV* 0
Avg Account Size 19,993,337 9%
High Net Worth 95.20% 6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

9B 7B 6B 5B 4B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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