Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

Bloomberg Customers

February 14, 2016 5:26 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.

President, Chief Investment Officer, Portfolio Manager, Secretary, Treasurer, Trustee, and Director
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 2015.

Similar Private Companies By Industry

Company Name Region
Bernard R. Wolfe & Associates, Inc. United States
Qtrade Capital Partners LLC United States
Spire Securities, LLC United States
Mehr Business Services United States
Znet. Com Inc. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Osterweis Capital Management, Inc., please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at