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Insights

Growing AUM Established asset manager since 1983 with a focus on high net worth individuals, foundations and endowments, indicating ongoing client acquisition opportunities and potential for expanded fund distribution partnerships.

Expanded Capacity Recent acquisitions and asset additions, including Zeo Capital Advisors integration, suggest capacity for scaled investment offerings and cross-sell of additional strategies to existing clients.

Fund Distribution Osterweis Funds are distributed by Quasar Distributors, LLC, highlighting a channel through which product partnerships and co-marketing arrangements can be pursued with distribution allies.

Awards Momentum Recognition like 2023 Refinitiv Lipper U.S. Fund Awards signals credibility with investors; leverage award narratives in proposals to win mandates from institutions seeking proven managers.

Tech & Marketing Modern tech stack including LinkedIn Ads, HubSpot, Salesforce, Pardot and Azure indicates readiness for targeted ABM campaigns, CRM-enabled outreach, and data-driven client engagement strategies.

Similar companies to Osterweis Capital Management

Osterweis Capital Management Tech Stack

Osterweis Capital Management uses 8 technology products and services including LinkedIn Ads, HubSpot Analytics, Salesforce, and more. Explore Osterweis Capital Management's tech stack below.

Media & News

Osterweis Capital Management's Email Address Formats

Osterweis Capital Management uses at least 4 email formats:
Osterweis Capital Management Email FormatsExamplePercentage
First.Last@osterweis.comJohn.Doe@osterweis.com
80%
FLast@osterweis.comJDoe@osterweis.com
18%
First@osterweis.comJohn@osterweis.com
1%
F.Last@osterweis.comJ.Doe@osterweis.com
1%

Frequently Asked Questions

What is Osterweis Capital Management's phone number?

Minus sign iconPlus sign icon You can contact Osterweis Capital Management's main corporate office by phone at
+1-415-434-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Osterweis Capital Management's official website and social media links?

Minus sign iconPlus sign iconOsterweis Capital Management's official website is osterweis.com and has social profiles on LinkedIn.

How much revenue does Osterweis Capital Management generate?

Minus sign iconPlus sign icon As of November 2026, Osterweis Capital Management's annual revenue is estimated to be $100M - $250M.

What is Osterweis Capital Management's NAICS code?

Minus sign iconPlus sign iconOsterweis Capital Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Osterweis Capital Management have currently?

Minus sign iconPlus sign iconAs of November 2026, Osterweis Capital Management has approximately 69 employees across 2 continents, including North America and Asia. Key team members include Vice President & Manager Of Portfolio Accounting: L. B., President Chief Investment Officer Portfolio Manager Secretary Treasurer Trustee And Director: J. O. and Co-President And Co-Chief Executive Officer: C. H. Explore Osterweis Capital Management's employee directory with LeadIQ.

What industry does Osterweis Capital Management belong to?

Minus sign iconPlus sign iconOsterweis Capital Management operates in the Investment Management industry.

What technology does Osterweis Capital Management use?

Minus sign iconPlus sign iconOsterweis Capital Management's tech stack includes LinkedIn Ads, HubSpot Analytics, Salesforce, Mailchimp, Pardot, Microsoft Azure, Google Search Console and Apache.

What is Osterweis Capital Management's email format?

Minus sign iconPlus sign iconOsterweis Capital Management's email format typically follows the pattern of First.Last@osterweis.com. Find more Osterweis Capital Management email formats with LeadIQ.

When was Osterweis Capital Management founded?

Minus sign iconPlus sign iconOsterweis Capital Management was founded in 1983.
Osterweis Capital Management logo

Osterweis Capital Management

Investment ManagementCalifornia, United States51-200 Employees

Osterweis Capital Management is a San Francisco–based investment management firm founded in 1983 by John S. Osterweis to serve high net worth individuals, foundations and endowments. As an independently owned organization, it operates with autonomy to prioritize clients' interests and delivers investment management through separately managed accounts and mutual funds.

The Osterweis Funds are advisory products managed by Osterweis Capital Management and distributed by Quasar Distributors, LLC, and they are available by prospectus. Prospectuses outline the funds' investment objectives, risks and fees and should be reviewed before investing. In 2022, Osterweis announced the integration of the Zeo Capital Advisors team and the acquisition of Zeo assets, signaling expansion through partnerships.

Section iconCompany Overview

Phone number
+1-415-434-****
Website
osterweis.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
1983
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M - $250M

    Osterweis Capital Management's revenue is estimated to be in the range of $100M - $250M

Company Leadership

  • Vice President & Manager Of Portfolio Accounting at Osterweis Capital Management
    L. B.
    Vice President & Manager Of Portfolio Accounting
    Mobile Phone
  • President Chief Investment Officer Portfolio Manager Secretary Treasurer Trustee And Director at Osterweis Capital Management
    J. O.
    President Chief Investment Officer Portfolio Manager Secretary Treasurer Trustee And Director
    Mobile Phone
  • Co-President And Co-Chief Executive Officer at Osterweis Capital Management
    C. H.
    Co-President And Co-Chief Executive Officer
    Mobile Phone
  • Partner And Portfolio Manager at Osterweis Capital Management
    B. W.
    Partner And Portfolio Manager
    Mobile Phone
  • Vice President, Director Of Human Resources & Administraton at Osterweis Capital Management
    M. S.
    Vice President, Director Of Human Resources & Administraton
    Mobile Phone

Employee Directory

  • Manager at Osterweis Capital Management
    B. G.
    Manager
    Mobile Phone
  • Hedge Fund Manager at Osterweis Capital Management
    C. H.
    Hedge Fund Manager
    Mobile Phone
  • Senior Manager at Osterweis Capital Management
    J. C.
    Senior Manager
    Mobile Phone
  • Operations at Osterweis Capital Management
    A. R.
    Operations
    Mobile Phone
  • Corporate Accounting at Osterweis Capital Management
    B. A.
    Corporate Accounting
    Mobile Phone

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