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https://www.osterweis.com/
Osterweis Capital Management was founded to manage assets for individuals, families, endowments, and institutions. Now entering our fourth decade, we are an integrated firm with over fifty employees, managing billions in assets.
https://www.yellowpages.com/san-francisco-ca/mip/osterweis-capital-management-455352021
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https://www.osterweis.com/about
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 fifty employees, managing over $7 billion in assets.
https://www.facebook.com/Osterweis-Capital-Management-151028454930065/
Osterweis Capital Management. 3 likes · 7 were here. Financial Service
https://www.osterweis.com/mutual_funds/osterweis
Prior to joining Osterweis Capital Management in 2011, Mr. Fakhry worked as an Associate at American Securities, a private equity firm, and as an Analyst in the investment banking division of Morgan Stanley. Mr. Fakhry is a principal of the firm and a Portfolio Manager for the core equity strategy.
https://www.osterweis.com/about/team/exec_team
Carl joined Osterweis Capital Management in 2002 after almost 24 years in various positions at Robertson Stephens and Merrill Lynch. He has managed the Osterweis Strategic Income Fund since its inception in 2002 and is also the Managing Director of Fixed Income and a lead Portfolio Manager for the Osterweis Strategic Investment Fund, a flexible balanced strategy.
https://reports.adviserinfo.sec.gov/reports/ADV/105421/PDF/105421.pdf
Normal business hours at this location: 7:00AM - 5:00 PM (3) Telephone number at this location: 415-434-4441 (4) Facsimile number at this location, if any: 415-434-0918 (5) What is the total number of offices, other than your principal office and place of business , at which you conduct investment advisory business as of the end of your most
https://whalewisdom.com/filer/osterweis-capital-management-inc
Osterweis Capital Management is a hedge fund with 228 clients and discretionary assets under management (AUM) of $6,338,494,697 (Form ADV from 2021-03-30). Their last reported 13F filing for Q3 2021 included $1,831,757,000 in managed 13F securities and a top 10 holdings concentration of 28.44%. Osterweis Capital Management's largest holding is ...
https://www.osterweis.com/about/team/client_marketing
Prior to joining Osterweis Capital Management in 2018, Mr. Schug was a Regional Director and Vice President at Franklin Templeton Investments, where he was responsible for the RIA territory in the northeast. Previously, he held several roles at Natixis Global Asset Management covering RIAs, family offices and DCIO. Earlier in his career, he ...
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