Osterweis Capital Management
Osterweis Capital Management is an SEC-registered ria in San Francisco, CA with $439.4M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Osterweis Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105421, SEC 801-18395, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $439.4M (2026-03-31)
- Firm type
- Ria
- Location
- San Francisco, CA
- Employees
- 66
- Clients
- 33
- CRD
- 105421
- Ownership
- HELLMAN, FREDERICK, WARREN; DUNEGAN, DORETTA, LOUISE; HELLMAN FAMILY REVOCABLE TRUST, FREDERICK WARREN HELLMAN AND PATRICIA CHRISTINA HELLMAN, CO-TRUSTEES; HELLMAN, PATRICIA, C; GRAVES, NICHOLAS, MICHAEL
How much AUM does Osterweis Capital Management have?
Osterweis Capital Management reported $439.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Osterweis Capital Management?
Disclosed owners and executives of Osterweis Capital Management include HELLMAN, FREDERICK, WARREN, DUNEGAN, DORETTA, LOUISE, HELLMAN FAMILY REVOCABLE TRUST, FREDERICK WARREN HELLMAN AND PATRICIA CHRISTINA HELLMAN, CO-TRUSTEES, HELLMAN, PATRICIA, C, GRAVES, NICHOLAS, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.