OSTERWEIS CAPITAL MANAGEMENT INC
Legal name: OSTERWEIS CAPITAL MANAGEMENT
CRD #105421 SEC #801-18395 SAN FRANCISCO, CA 415-434-4441
SEC Registered
Total AUM
$452.3M
Discretionary
$452.3M
Employees
63
Clients
26
Accounts
39
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $452.3M | $452.3M | $0 | 63 | 0 |
| Mar 2025 | $452.3M | $452.3M | $0 | 63 | 0 |
| Mar 2024 | $445.3M | $445.3M | $0 | 60 | 0 |
| Apr 2023 | $403.8M | $403.8M | $0 | 61 | 0 |
| Jul 2022 | $445.4M | $445.4M | $0 | 64 | 0 |
| Mar 2022 | $563.2M | $563.2M | $0 | 58 | 0 |
| Mar 2021 | $495.8M | $495.1M | $782.6K | 61 | 0 |
| Jun 2020 | $437.3M | $437.3M | $0 | 59 | 0 |
| Mar 2020 | $437.3M | $437.3M | $0 | 59 | 0 |
| Mar 2019 | $373.6M | $373.6M | $0 | 58 | 0 |
| Mar 2018 | $536M | $536M | $0 | 55 | 0 |
| Mar 2017 | $723.3M | $723.3M | $0 | 57 | 26 |
| Jun 2016 | $1B | $1B | $0 | 56 | 26 |
| Apr 2016 | $1.1B | $1.1B | $0 | 54 | 26 |
| Dec 2015 | $1.2B | $1.2B | $0 | 54 | 26 |
| Mar 2015 | $1.6B | $1.6B | $0 | 54 | 26 |
| Dec 2014 | $1.6B | $1.6B | $0 | 53 | 26 |
| Mar 2014 | $1.6B | $1.6B | $0 | 51 | 26 |
| Mar 2013 | $1.2B | $1.2B | $0 | 46 | 26 |
| Sep 2012 | $1.3B | $1.3B | $0 | 51 | 112 |
| May 2012 | $1.5B | $1.5B | $0 | 51 | 112 |
| Mar 2012 | $1.5B | $1.5B | $0 | 51 | 112 |
| Dec 2011 | $1.6B | $1.6B | $0 | 51 | 113 |
| Apr 2011 | $1.9B | $1.9B | $0 | 51 | -- |
| Mar 2010 | $1.3B | $1.3B | $0 | 51 | -- |
| Mar 2009 | $739.6M | $739.6M | $0 | 51 | -- |
| Feb 2007 | $935.9M | $935.6M | $253.1K | -- | -- |
| Dec 2006 | $884.7M | $884.5M | $190.5K | -- | -- |
| Dec 2005 | $858.4M | $858.3M | $119.5K | -- | -- |
| Jan 2005 | $773.5M | $773.3M | $252.2K | -- | -- |
| Mar 2004 | $743.4M | $742.7M | $764.4K | -- | -- |
| Dec 2003 | $594.4M | $594.4M | $23.7K | -- | -- |
| Mar 2002 | $712.4M | $712.4M | $37.7K | -- | -- |
DateApr 2025
Total AUM$452.3M
Discretionary$452.3M
Non-Disc.$0
Employees63
Clients0
DateMar 2025
Total AUM$452.3M
Discretionary$452.3M
Non-Disc.$0
Employees63
Clients0
DateMar 2024
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees60
Clients0
DateApr 2023
Total AUM$403.8M
Discretionary$403.8M
Non-Disc.$0
Employees61
Clients0
DateJul 2022
Total AUM$445.4M
Discretionary$445.4M
Non-Disc.$0
Employees64
Clients0
DateMar 2022
Total AUM$563.2M
Discretionary$563.2M
Non-Disc.$0
Employees58
Clients0
DateMar 2021
Total AUM$495.8M
Discretionary$495.1M
Non-Disc.$782.6K
Employees61
Clients0
DateJun 2020
Total AUM$437.3M
Discretionary$437.3M
Non-Disc.$0
Employees59
Clients0
DateMar 2020
Total AUM$437.3M
Discretionary$437.3M
Non-Disc.$0
Employees59
Clients0
DateMar 2019
Total AUM$373.6M
Discretionary$373.6M
Non-Disc.$0
Employees58
Clients0
DateMar 2018
Total AUM$536M
Discretionary$536M
Non-Disc.$0
Employees55
Clients0
DateMar 2017
Total AUM$723.3M
Discretionary$723.3M
Non-Disc.$0
Employees57
Clients26
DateJun 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees56
Clients26
DateApr 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees54
Clients26
DateDec 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees54
Clients26
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees54
Clients26
DateDec 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees53
Clients26
DateMar 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients26
DateMar 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees46
Clients26
DateSep 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees51
Clients112
DateMay 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients112
DateMar 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients112
DateDec 2011
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients113
DateApr 2011
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees51
Clients--
DateMar 2010
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$739.6M
Discretionary$739.6M
Non-Disc.$0
Employees51
Clients--
DateFeb 2007
Total AUM$935.9M
Discretionary$935.6M
Non-Disc.$253.1K
Employees--
Clients--
DateDec 2006
Total AUM$884.7M
Discretionary$884.5M
Non-Disc.$190.5K
Employees--
Clients--
DateDec 2005
Total AUM$858.4M
Discretionary$858.3M
Non-Disc.$119.5K
Employees--
Clients--
DateJan 2005
Total AUM$773.5M
Discretionary$773.3M
Non-Disc.$252.2K
Employees--
Clients--
DateMar 2004
Total AUM$743.4M
Discretionary$742.7M
Non-Disc.$764.4K
Employees--
Clients--
DateDec 2003
Total AUM$594.4M
Discretionary$594.4M
Non-Disc.$23.7K
Employees--
Clients--
DateMar 2002
Total AUM$712.4M
Discretionary$712.4M
Non-Disc.$37.7K
Employees--
Clients--