What departments does Osterweis Capital Management have?

Osterweis Capital Management has employees across 6 departments including Finance, Human Resources, Operations, Accounting, Arts & Design.

What is the largest department at Osterweis Capital Management?

The largest department at Osterweis Capital Management is Finance with 1 employees.

Where are Osterweis Capital Management employees located globally?

Osterweis Capital Management has employees across 2 continents and 2 countries including India, United States Of America.

How has Osterweis Capital Management's team size changed over time?

Osterweis Capital Management's team has decreased from approximately 59 to 57 employees based on available data.

Osterweis Capital Management Employee Directory

Q: Who are Osterweis Capital Management's key employees and leadership?

Osterweis Capital Management's key employees include: Co-President And Co-Chief Executive Officer: C. H., Vice President & Manager Of Portfolio Accounting: L. B., President Chief Investment Officer Portfolio Manager Secretary Treasurer Trustee And Director: J. O.

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.

Osterweis Capital Management Global Highlights

North America
94

United States Of America
94

Asia
1

India
1

Osterweis Capital Management's Leadership

L. B.
Vice President & Manager Of Portfolio Accounting
Mobile Phone
Email
J. O.
President Chief Investment Officer Portfolio Manager Secretary Treasurer Trustee And Director
Mobile Phone
Email
C. H.
Co-President And Co-Chief Executive Officer
Mobile Phone
Email
B. W.
Partner And Portfolio Manager
Mobile Phone
Email
M. S.
Vice President, Director Of Human Resources & Administraton
Mobile Phone
Email
B. G.
Manager
Mobile Phone
Email
C. H.
Hedge Fund Manager
Mobile Phone
Email
J. C.
Senior Manager
Mobile Phone
Email

Osterweis Capital Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Human Resources
Community & Social Services
Information Technology
Other
Consultant

Contact profiles from Osterweis Capital Management

Name

Title

Contact

Location

Last Update

B. W.
Partner And Portfolio Manager
Mobile Phone
Email
Bay
Sep 03, 2026
C. H.
Co-President And Co-Chief Executive Officer
Mobile Phone
Email
May 23, 2023
J. O.
President Chief Investment Officer Portfolio Manager Secretary Treasurer Trustee And Director
Mobile Phone
Email
Sep 06, 2026
L. B.
Vice President & Manager Of Portfolio Accounting
Mobile Phone
Email
Jun 25, 2025
M. S.
Vice President, Director Of Human Resources & Administraton
Mobile Phone
Email
Nov 12, 2024
B. G.
Manager
Mobile Phone
Email
Apr 16, 2026
C. H.
Hedge Fund Manager
Mobile Phone
Email
Oct 17, 2024
J. C.
Senior Manager
Mobile Phone
Email
Jun 17, 2022
A. R.
Operations
Mobile Phone
Email
Oct 17, 2024
B. A.
Corporate Accounting
Mobile Phone
Email
Aug 06, 2024

Frequently Asked Questions

What is Osterweis Capital Management known for?

Osterweis Capital Management was founded in 1983 and operates in the Investment Management industry. You can contact Osterweis Capital Management's main corporate office by phone at

+1-415-434-****

. Explore Osterweis Capital Management's company overview page for more information.

What is Osterweis Capital Management's most common email format?

Osterweis Capital Management employees' email format typically follows the pattern of First.Last@osterweis.com. Trying to find reliable and up-to-date employee contact data? Find more Osterweis Capital Management email formats with LeadIQ.

How many employees does Osterweis Capital Management have currently?

Osterweis Capital Management has approximately 73 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

Who are Osterweis Capital Management's key employees and leadership?

As of September 2026, Osterweis Capital Management's key employees include:

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

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Osterweis Capital Management Employee Directory

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