Osterweis Capital Management Inc

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Assets, Funds, Holdings

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CAFR Data
Osterweis Capital Management Inc
CRD #105421
SEC #801-18395
CIK #
AUM $373.6 MM (100% Disc, 100% US)
Employees58 (29% Investors, 9% Brokers)
Phone415-434-4441
AddressOne Maritime Plaza, Ste 800
San Francisco, CA 94111
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
19001520114076038002000200620132020
Sector Holding Cap ($MM) Value ($MM)
GOOG817,370.043.6
GOOG817,370.028.1
USFD7,400.027.7
NVS208,170.027.4
BA226,000.026.9
AL3,860.026.4
NEE90,610.025.6
CHTR76,860.024.7
RPM7,610.024.1
BERY7,130.022.7
View All
Holdings by Sector ($)
1.91.51.10.80.40.02012201420162019
Related Firms State AUM ($BB)
Osterweis Capital Management LLC
CA 6.3
Osterweis Capital Management Inc
CA 0.4
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