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OSTERWEIS CAPITAL MANAGEMENT

SAN FRANCISCO, CA · CRD 109580 · IAPD ↗ · osterweis.com · 415-434-4441

$7.50BRegulatory AUM
14Advisory reps
666Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — OSTERWEIS CAPITAL MANAGEMENT notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.