OSTERWEIS CAPITAL MANAGEMENT LLC
Legal name: OSTERWEIS CAPITAL MANAGEMENT
CRD #109580 SEC #801-54360 SAN FRANCISCO, CA 415-434-4441
SEC Registered
Total AUM
$7.6B
Discretionary
$7.5B
Employees
63
Clients
26
Accounts
323
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $7.6B | $7.5B | $30M | 63 | 0 |
| Mar 2025 | $7.6B | $7.5B | $30M | 63 | 0 |
| Mar 2024 | $6.4B | $6.3B | $22.7M | 60 | 0 |
| Apr 2023 | $6B | $6B | $14.1M | 61 | 0 |
| Jul 2022 | $6.6B | $6.6B | $16.6M | 64 | 0 |
| Mar 2022 | $7.3B | $7.3B | $18M | 58 | 0 |
| Mar 2021 | $6.3B | $6.3B | $10.5M | 61 | 0 |
| Jun 2020 | $6.1B | $6.1B | $4.3M | 59 | 0 |
| Mar 2020 | $6.1B | $6.1B | $4.3M | 59 | 0 |
| Mar 2019 | $6.3B | $6.3B | $3.9M | 58 | 0 |
| Mar 2018 | $7B | $7B | $7.4M | 55 | 0 |
| Mar 2017 | $6B | $6B | $9.3M | 57 | 300 |
| Jun 2016 | $6.1B | $6.1B | $8.6M | 56 | 300 |
| Mar 2016 | $6.8B | $6.8B | $9.4M | 54 | 300 |
| Dec 2015 | $7.5B | $7.4B | $8.6M | 54 | 300 |
| Mar 2015 | $8.2B | $8.2B | $7.9M | 54 | 300 |
| Dec 2014 | $9B | $9B | $8.5M | 53 | 300 |
| Apr 2014 | $7.6B | $7.6B | $5.3M | 51 | 300 |
| Mar 2014 | $7.6B | $7.6B | $5.3M | 51 | 300 |
| Mar 2013 | $4.1B | $4.1B | $4.5M | 46 | 274 |
| Sep 2012 | $3.8B | $3.8B | $5.7M | 51 | 297 |
| May 2012 | $3.8B | $3.8B | $5.8M | 51 | 297 |
| Mar 2012 | $3.4B | $3.4B | $5.9M | 51 | 297 |
| Dec 2011 | $3.3B | $3.2B | $5.5M | 51 | 303 |
| Apr 2011 | $3.7B | $3.7B | $9.6M | 51 | -- |
| Mar 2010 | $3B | $3B | $7.2M | 51 | -- |
| Mar 2009 | $2.9B | $2.9B | $6.5M | 51 | -- |
| Mar 2008 | $2.8B | $2.8B | $12M | -- | -- |
| Feb 2007 | $2.4B | $2.4B | $14.5M | -- | -- |
| Dec 2006 | $1.4B | $1.4B | $12.7M | -- | -- |
| Dec 2005 | $2B | $2B | $11.8M | -- | -- |
| Jan 2005 | $1.7B | $1.6B | $12.2M | -- | -- |
| Jul 2004 | $1.4B | $1.4B | $9.3M | -- | -- |
| Apr 2004 | $1.4B | $1.4B | $9.3M | -- | -- |
| Mar 2004 | $1.4B | $1.4B | $9.3M | -- | -- |
| Mar 2002 | $1.1B | $1.1B | $8.1M | -- | -- |
DateApr 2025
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$30M
Employees63
Clients0
DateMar 2025
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$30M
Employees63
Clients0
DateMar 2024
Total AUM$6.4B
Discretionary$6.3B
Non-Disc.$22.7M
Employees60
Clients0
DateApr 2023
Total AUM$6B
Discretionary$6B
Non-Disc.$14.1M
Employees61
Clients0
DateJul 2022
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$16.6M
Employees64
Clients0
DateMar 2022
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$18M
Employees58
Clients0
DateMar 2021
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$10.5M
Employees61
Clients0
DateJun 2020
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$4.3M
Employees59
Clients0
DateMar 2020
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$4.3M
Employees59
Clients0
DateMar 2019
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$3.9M
Employees58
Clients0
DateMar 2018
Total AUM$7B
Discretionary$7B
Non-Disc.$7.4M
Employees55
Clients0
DateMar 2017
Total AUM$6B
Discretionary$6B
Non-Disc.$9.3M
Employees57
Clients300
DateJun 2016
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$8.6M
Employees56
Clients300
DateMar 2016
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$9.4M
Employees54
Clients300
DateDec 2015
Total AUM$7.5B
Discretionary$7.4B
Non-Disc.$8.6M
Employees54
Clients300
DateMar 2015
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$7.9M
Employees54
Clients300
DateDec 2014
Total AUM$9B
Discretionary$9B
Non-Disc.$8.5M
Employees53
Clients300
DateApr 2014
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$5.3M
Employees51
Clients300
DateMar 2014
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$5.3M
Employees51
Clients300
DateMar 2013
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$4.5M
Employees46
Clients274
DateSep 2012
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$5.7M
Employees51
Clients297
DateMay 2012
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$5.8M
Employees51
Clients297
DateMar 2012
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$5.9M
Employees51
Clients297
DateDec 2011
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$5.5M
Employees51
Clients303
DateApr 2011
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$9.6M
Employees51
Clients--
DateMar 2010
Total AUM$3B
Discretionary$3B
Non-Disc.$7.2M
Employees51
Clients--
DateMar 2009
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$6.5M
Employees51
Clients--
DateMar 2008
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$12M
Employees--
Clients--
DateFeb 2007
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$14.5M
Employees--
Clients--
DateDec 2006
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$12.7M
Employees--
Clients--
DateDec 2005
Total AUM$2B
Discretionary$2B
Non-Disc.$11.8M
Employees--
Clients--
DateJan 2005
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$12.2M
Employees--
Clients--
DateJul 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$9.3M
Employees--
Clients--
DateApr 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$9.3M
Employees--
Clients--
DateMar 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$9.3M
Employees--
Clients--
DateMar 2002
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.1M
Employees--
Clients--