Osterweis Capital Management Revenue

Investment Management • San Francisco, California, United States • 51-100 Employees

Osterweis Capital Management revenue & valuation

Annual revenue	$37,000,000
Revenue per employee	$537,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$118,400,000
Total funding	No funding

Key Contacts at Osterweis Capital Management

Christopher K. Zand

Partner And Managing Director Of Private Client

Mac Maclellan

Independent Director

Dorothy Militar

Director Of Operations

Sharon Sintchak

Director Of Client Relations

William Ginchereau

Vice President & Director Of Information Technology

Company overview

Headquarters	1 Maritime Plaza, San Francisco, California 94111, US
Phone number	+18662360050
Website	osterweis.com
NAICS	5231
SIC	672
Founded	1983
Employees	51-100
Socials

Osterweis Capital Management Email Formats

Osterweis Capital Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@osterweis.com), used 81.6% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@osterweis.com	81.6%
{first name}.{last name}	john.doe@osterweis.com	18.4%

About Osterweis Capital Management

Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients' interests at the forefront. The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance. Mutual fund investing involves risk. Principal loss is possible. Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC Please see our Social Media section on the Osterweis Terms & Conditions page for additional disclosures: https://www.osterweis.com/terms.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Osterweis Capital Management has 28 employees across 9 departments.

Departments

Number of employees

Funding Data

Osterweis Capital Management has never raised funding before.

Osterweis Capital Management Tech Stack

Discover the technologies and tools that power Osterweis Capital Management's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Apache HTTP Server

Web servers

Salesforce Marketing Cloud Account Engagement

Marketing automation

Salesforce

CRM

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Google Tag Manager

Tag managers

Azure

PaaS

PHP

Programming languages

Open Graph

Miscellaneous

Highcharts

JavaScript graphics

core-js

JavaScript libraries

Frequently asked questions

Osterweis Capital Management is located in San Francisco, California, US.

You can reach Osterweis Capital Management at +18662360050.

Osterweis Capital Management generates an estimated annual revenue of $36,995,419. This revenue figure reflects the company's market position and business performance in its industry.

Osterweis Capital Management has an estimated valuation of $118,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Osterweis Capital Management was founded in 1983, making it 43 years old. The company has established itself as a significant player in its industry over this time.

Osterweis Capital Management has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.