Osterweis Capital Management is an investment advisor in San Francisco with $445.35 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
942871718
SEC advisor number
801-18395
FINRA CRD number
105421
AUM ?
$445.35 mm
(as of 26 Jul 22)
Accounts
46
(as of 26 Jul 22)
Employees
64
(19 investment advisory or research)
Address
Osterweis Capital Management
ONE MARITIME PLAZA
STE 800
SAN FRANCISCO
CA 94111
ONE MARITIME PLAZA
STE 800
SAN FRANCISCO
CA 94111
Office hours
Monday - Friday, 7:00AM - 5:00 PM
Phone
4154344441
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Osterweis, John, Steven | Chairman | 05/2016 | < 5% |
Osterweis Revocable Trust, U/a/dated 09/13/1993 | Shareholder | 01/1994 | 10-25% |
Osterweis, John, Steven | Trustee, Osterweis Revocable Trust | 01/1994 | < 5% |
Tavernetti, John, Foxon | Chief Compliance Officer | 01/2005 | < 5% |
Hermanski, Gregory, Scott | Trustee, Hermanski Family Trust | 01/2004 | < 5% |
Carl Kaufman & Martha Angove Revocable Trust | Shareholder | 01/2004 | 10-25% |
Kaufman, Carl, Philip | Trustee, Carl Kaufman & Martha Angove Revocable Trust | 01/2004 | < 5% |
Angove, Martha, Elizabeth | Trustee, Carl Kaufman & Martha Angove Revocable Trust | 01/2004 | < 5% |
Halberstadt, Catherine | Co-ceo and Co-president | 04/2017 | < 5% |
Hermanski Family Trust | Shareholder | 01/2004 | 5-10% |
Hermanski, Rebecca, Dawn | Trustee, Hermanski Family Trust | 01/2004 | < 5% |
Chang, Sarah | Trustee, Eubanks/chang Family Trust | 01/2017 | < 5% |
Eubanks, Shawn, Michael | Trustee, Eubanks/chang Family Trust | 01/2017 | < 5% |
Eubanks/chang Family Trust | Shareholder | 01/2017 | 5-10% |
Ocm Stock Holdings, LLC | Shareholder | 01/2017 | 5-10% |
Kane Family Trust DTD 6/27/2005 | Shareholder | 01/2018 | 5-10% |
Kane, Bradley, Morgan | Trustee, Kane Family Trust DTD 6/27/2005 | 01/2018 | < 5% |
Kane, Rachel, Zenner | Trustee, Kane Family Trust DTD 6/27/2005 | 01/2018 | < 5% |
Kaufman, Carl, Philip | Co-ceo and Co-president | 04/2017 | < 5% |
Halberstadt, Catherine | Shareholder | 01/2018 | 5-10% |
Coleman, John, Scott | Director | 04/2022 | < 5% |
Maclellan, John, Stephen | Director | 04/2022 | < 5% |
Manchuck, Craig, Leonard | Shareholder | 05/2022 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
SC 13G/A
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13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
SC 13G/A
Daseke, Inc.
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22