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Osterweis Capital Management Logo
Osterweis Capital Management CB Rank
474345
Heat Score
66
Osterweis Capital Management is a capital management company to manage assets for individuals, households, endowments, and institutions.
Founded
obfuscation
Private San Francisco, California, United States51-100 www.osterweis.com
Finance
Financial Services
Professional Services
Overview

Osterweis Capital Management
Heat Score
66

Growth Score
pts
in past quarter
Heat Score 66
11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Osterweis Capital Management

CB Rank
474345
Osterweis Capital Management is a capital management company to manage assets for individuals, households, endowments, and institutions.
Founded
obfuscation
Private San Francisco, California, United States51-100 www.osterweis.com
Finance
Financial Services
Professional Services

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number 1 415-434-4442
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Osterweis Opportunity Fund
A mutual fund investing in small cap growth companies aiming for capital appreciation through early-stage growth firms.
Osterweis Strategic Income Fund
A mutual fund focused on high yield and flexible fixed income investments to generate income with risk management.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 1 Contacts 51

Employee Profiles

News

News and Press

News•Apr 27, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,364
26.53%
 in past month

IT Spend

$1.6MThis year, Osterweis Capital Management is projected to spend $1.6M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
The Register Logo
The Register
100
Treasury Services Logo
Treasury Services
98
After Market Processes Logo
After Market Processes
96

Active Website Tech Count

23Osterweis Capital Management is actively using 23 technologies for its website, according to BuiltWith. These include HSTS, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is Osterweis Capital Management's headquarters? Osterweis Capital Management is located in San Francisco, California, United States.Who are Osterweis Capital Management's competitors? Alternatives and possible competitors to Osterweis Capital Management may include BlackRock, Janus Henderson Investors, and  PIMCO.
Who We Are
What We Do
Helpful Links
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