Osterweis Capital Management
San Francisco, CA·SEC-registered · CRD #109580
Osterweis Capital Management is an SEC-registered investment advisory firm in San Francisco, CA managing $7.5B across 388 client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.5B
Client accounts
388
Advisory staff
14
Fee model
Fee-based
How Osterweis Capital Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Osterweis Capital Management
How much does Osterweis Capital Management manage?
Per its most recent SEC Form ADV filing (03/31/2026), Osterweis Capital Management reports $7.5B in regulatory assets under management across roughly 388 client accounts.
How does Osterweis Capital Management charge?
Osterweis Capital Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Osterweis Capital Management a fiduciary?
Yes. Osterweis Capital Management is registered with the U.S. Securities and Exchange Commission (CRD #109580), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Osterweis Capital Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Osterweis Capital Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Osterweis Capital Management's public SEC Form ADV filing (CRD #109580, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Osterweis Capital Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Osterweis Capital Management? Claim this profile.