February 21, 2017 6:11 AM ET

Capital Markets

Company Overview of Osterweis Capital Management, Inc.

Company Overview

Osterweis Capital Management, Inc. is an employee owned investment manager. The firm primarily provides its services to high net worth individuals. It also caters to individuals, investment companies, pension and profit sharing plans, charitable organizations, corporations, foundations, and endowments. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages balanced mutual funds and manages equity and fixed income mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It employs a fundamental analysis to create its portfolios. Osterweis Capital Management, Inc. was founded in ...

One Maritime Plaza

Suite 800

San Francisco, CA 94111

United States

Founded in 1983





Key Executives for Osterweis Capital Management, Inc.

Chief Executive Officer, President, Chief Investment Officer, and Chairman
Chief Financial Officer, Chief Operating Officer, Principal, and Vice President
First Executive Vice President, Portfolio Manager, Principal, Trustee, and Analyst
Director of Information Technology
Chief Compliance Officer, Principal, and Vice President
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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