# Osterweis Capital Management

Osterweis Capital Management is an Asset Manager based in San Francisco, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Assets under management:** Undisclosed
- **Website:** osterweis.com
- **LinkedIn:** https://www.linkedin.com/company/osterweis-capital-management

## Regulatory record

- **CRD number:** 109580
- **SEC file number:** 801-54360
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109580

## About

OSTERWEIS CAPITAL MANAGEMENT is an SEC-registered investment adviser in SAN FRANCISCO, CA, registered since 1997. The firm manages $7.5 billion in assets. It has 666 employees and 14 investment advisers.

## Sectors

- Small Cap Equities
- Value Investing
- US Equities

## Questions

### Who makes investment decisions at Osterweis Capital Management?

The firm has not publicly named its current portfolio managers or CIO. In past periods, John D. Osterweis was associated with the firm's value-oriented strategy, but no recent leadership details are available in public records.

### How does Osterweis Capital Management source investment ideas?

The firm relies on bottom-up fundamental research, screening for small-cap companies with strong balance sheets and undervalued assets. It does not advertise a proprietary sourcing network or co-investment platform.

### What is Osterweis Capital Management's investment horizon?

The firm is known for a long-term holding period, often holding positions for five years or more. It does not engage in short-term trading or frequent portfolio turnover based on available sector literature.

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Last updated: 2026-06-03T20:00:00.000Z

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