Osterweis Capital Management is a family office - multi based in San Francisco, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
In 1983, John Osterweis founded Osterweis Capital Management to manage assets for individuals, families, endowments, and institutions. Now entering our fourth decade, we are an integrated firm with over sixty employees, managing $6.4 billion in assets. Our clients, many of them with us for decades, know we've gotten here through an unwavering commitment to one purpose: To protect and grow our clients' capital for the enduring security of multiple generations. Osterweis is an investment adviser, and is privately held by a number of employees and two outside directors.
Investment types: Convertible Note, Direct Investing, Long-Term Investments, Private Equity
Sectors & themes: Capital Markets, Cash Trading Securities, Debt Management, Derivative Trading, Equity/Mutual Funds, ESG & Sustainability, Fixed Income/Debt Securities, Investment Banking & Brokerage, Investment Management, Multi-Asset Investing, Retirement Planning, Trust Management, Wealth & Estate Planning, Alternative Investments, Banking, Financial Services, Finance, High-Level Sectors, Traditional Investments (Liquid Assets), Values-Based Investing
Preferred geographies: Global, United States
Location: One Maritime Plaza\nSuite 800\nSan Francisco\nCalifornia\n94111\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.