OSTERWEIS CAPITAL MANAGEMENT LLC
SEC file number 801-54360
· SAN FRANCISCO, CA
https://osterweis.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$6.35B
Discretionary AUM
$6.33B
Employees
60
Clients
—
Firm
- Address
- ONE MARITIME PLAZA, SUITE 800
SAN FRANCISCO, CA 94111 - Phone
- —
- Website
- https://osterweis.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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- Q FUND MANAGEMENT GROUP LTD Medium name-match confidence · CIK 2093351 · CO
- AD Fund Management LP Medium name-match confidence · CIK 2085462 · NY
- JV Management, Inc. Medium name-match confidence · CIK 2135485 · TX
- MBH CAPITAL MANAGEMENT, LLC Medium name-match confidence · CIK 1997124 · FL
- SG Management Holdings, LLC Medium name-match confidence · CIK 2052227 · WI
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MD MANAGEMENT LLC · D · Nov 4, 2026$19.3M
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JV Management, Inc. · D/A · Aug 26, 2026$682.2K
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JV Management, Inc. · D · May 19, 2026$344K
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Q FUND MANAGEMENT GROUP LTD · D · Oct 23, 2025$100M
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AD Fund Management LP · D · Sep 10, 2025
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SG Management Holdings, LLC · D/A · Apr 28, 2025
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MD MANAGEMENT LLC · D · Apr 15, 2025
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SG Management Holdings, LLC · D · Jan 15, 2025$842.5K
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MBH CAPITAL MANAGEMENT, LLC · D/A · Jan 8, 2025