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Osterweis Capital Management logo — Osterweis Capital Management is the adviser to the Osterweis...

Osterweis Capital Management

Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC.

Founded 1983 United States San Francisco, United States 72 employees Finance, Financial Services

General Information

Company Name Osterweis Capital Management
Founded Year 1983
Location United States San Francisco, United States +1
Employees 72
Industries Finance, Financial Services
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About Osterweis Capital Management

Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients'​ interests at the forefront. The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance. Mutual fund investing involves risk. Principal loss is possible. Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC Please see our Social Media section on the Osterweis Terms & Conditions page for additional disclosures: https://www.osterweis.com/terms.

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FAQ About Osterweis Capital Management

Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC.
Osterweis Capital Management was founded in 1983.
Osterweis Capital Management is headquartered in San Francisco, United States.
Osterweis Capital Management operates in the following industries: Finance, Financial Services.
Osterweis Capital Management has approximately 72 employees.
Top alternatives and competitors to Osterweis Capital Management include Hennessy Funds, Buffalo Funds, BondBloxx, Thompson IM Funds, Inc., Schafer Cullen Capital Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Osterweis Capital Management and Hennessy Funds are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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