Osterweis Capital Management Inc
Legal Name: OSTERWEIS CAPITAL MANAGEMENT INC
Full Contact Details
Osterweis Capital Management Inc
ONE MARITIME PLAZA, STE 800, SAN FRANCISCO, CA
415-434-4441
415-434-0918
Other Info
Osterweis Capital Management Inc, a California based corporation, is an approved SEC registered financial management firm, with a history dating back to 1983. With a team of 58 employees, including 17 advisers, Osterweis provides investment services to an unknown number of clients.
Osterweis Capital Management
Osterweis Capital Management was founded to manage assets for individuals, families, endowments, and institutions. Now entering our fourth decade, we are an integrated firm with over fifty employees, managing billions in assets.
Direct Owners
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BRADLEY MORGAN KANE
TRUSTEE, KANE FAMILY TRUST DTD 6/27/2005 owns less than 5%
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CARL KAUFMAN & MARTHA ANGOVE REVOCABLE TRUST
SHAREHOLDER owns more than 10% but less than 25%
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CARL PHILIP KAUFMAN
TRUSTEE, CARL KAUFMAN & MARTHA ANGOVE REVOCABLE TRUST owns less than 5%
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CATHERINE HALBERSTADT
CO-CEO AND CO-PRESIDENT owns less than 5%
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EUBANKS/CHANG FAMILY TRUST
SHAREHOLDER owns more than 5% but less than 10%
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GREGORY SCOTT HERMANSKI
TRUSTEE, HERMANSKI FAMILY TRUST owns less than 5%
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HERMANSKI FAMILY TRUST
SHAREHOLDER owns more than 5% but less than 10%
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JOHN FOXON TAVERNETTI
CHIEF COMPLIANCE OFFICER owns less than 5%
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JOHN STEVEN OSTERWEIS
CHAIRMAN owns less than 5%
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KANE FAMILY TRUST DTD 6/27/2005
SHAREHOLDER owns more than 5% but less than 10%
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MARCO WARREN HELLMAN
DIRECTOR owns less than 5%
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MARTHA ELIZABETH ANGOVE
TRUSTEE, CARL KAUFMAN & MARTHA ANGOVE REVOCABLE TRUST owns less than 5%
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OCM STOCK HOLDINGS, LLC
SHAREHOLDER owns more than 10% but less than 25%
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OSTERWEIS REVOCABLE TRUST, U/A/DATED 09/13/1993
SHAREHOLDER owns more than 10% but less than 25%
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RACHEL ZENNER KANE
TRUSTEE, KANE FAMILY TRUST DTD 6/27/2005 owns less than 5%
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REBECCA DAWN HERMANSKI
TRUSTEE, HERMANSKI FAMILY TRUST owns less than 5%
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SARAH CHANG
TRUSTEE, EUBANKS/CHANG FAMILY TRUST owns less than 5%
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SHAWN MICHAEL EUBANKS
TRUSTEE, EUBANKS/CHANG FAMILY TRUST owns less than 5%
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TULLY MICHAEL FRIEDMAN
DIRECTOR owns less than 5%
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