The OSTERWEIS GROUP is a privately held investment adviser that advises $7.94Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. OSTERWEIS GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 6.04% over the last 5-years.
The Group has been registered with the SEC for 43.44 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at ONE MARITIME PLAZA, SUITE 800, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 732 employees comprised of 28 investment and 704 non-investment staff. The total number of Employees increased by 1,100% over the last 5-years.
Their $7.94Bn in assets advised are owned by 0 private funds, 5 public funds and BDCs and 8 other accounts. Assets of Investment Companies (IC) clients own $6.52Bn or 82.14% of Total Assets and High Net Worth Individuals own $1.26Bn or 15.93% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Multi Strat, representing 89.37%, 7.67% and 2.96% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
OSTERWEIS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.