Osterweis Capital Management Inc
Legal Name: OSTERWEIS CAPITAL MANAGEMENT INC
Full Contact Details
Other Info
Osterweis Capital Management Inc is legally known as OSTERWEIS CAPITAL MANAGEMENT INC. It is a CA Corporation. This firm has 58 employees, of which 17 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 3, 1983.
Osterweis Capital Management
Osterweis Capital Management was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. The firm provides investment management services through various products including individually managed portfolios and mutual fund…
Direct Owners
-
BRADLEY MORGAN KANE
TRUSTEE, KANE FAMILY TRUST DTD 6/27/2005 owns less than 5%
-
CARL KAUFMAN & MARTHA ANGOVE REVOCABLE TRUST
SHAREHOLDER owns more than 10% but less than 25%
-
CARL PHILIP KAUFMAN
TRUSTEE, CARL KAUFMAN & MARTHA ANGOVE REVOCABLE TRUST owns less than 5%
-
CATHERINE HALBERSTADT
CO-CEO AND CO-PRESIDENT owns less than 5%
-
EUBANKS/CHANG FAMILY TRUST
SHAREHOLDER owns more than 5% but less than 10%
-
GREGORY SCOTT HERMANSKI
TRUSTEE, HERMANSKI FAMILY TRUST owns less than 5%
-
HERMANSKI FAMILY TRUST
SHAREHOLDER owns more than 5% but less than 10%
-
JOHN FOXON TAVERNETTI
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JOHN STEVEN OSTERWEIS
CHAIRMAN owns less than 5%
-
KANE FAMILY TRUST DTD 6/27/2005
SHAREHOLDER owns more than 5% but less than 10%
-
MARCO WARREN HELLMAN
DIRECTOR owns less than 5%
-
MARTHA ELIZABETH ANGOVE
TRUSTEE, CARL KAUFMAN & MARTHA ANGOVE REVOCABLE TRUST owns less than 5%
-
OCM STOCK HOLDINGS, LLC
SHAREHOLDER owns more than 10% but less than 25%
-
OSTERWEIS REVOCABLE TRUST, U/A/DATED 09/13/1993
SHAREHOLDER owns more than 10% but less than 25%
-
RACHEL ZENNER KANE
TRUSTEE, KANE FAMILY TRUST DTD 6/27/2005 owns less than 5%
-
REBECCA DAWN HERMANSKI
TRUSTEE, HERMANSKI FAMILY TRUST owns less than 5%
-
SARAH CHANG
TRUSTEE, EUBANKS/CHANG FAMILY TRUST owns less than 5%
-
SHAWN MICHAEL EUBANKS
TRUSTEE, EUBANKS/CHANG FAMILY TRUST owns less than 5%
-
TULLY MICHAEL FRIEDMAN
DIRECTOR owns less than 5%
Firms Located Nearby
Top Holdings
- TWITTER INC $121,167k
- CEMEX SAB DE CV $54,657k
- ELECTRONICS FOR IMAGING INC $45,337k
- BROOKFIELD ASSET MGT $34,268k
- Alphabet Inc $33,935k
- BLUE BIRD CORP $33,727k
- DANAHER CORP $24,350k
- OSI SYSTEMS INC $24,000k
- NEXTERA ENERGY INC $22,940k
- HORIZON GLOBAL CORP $22,127k