$439.4M Total AUM
$438.8M Disc. AUM
2.9% 3Y CAGR
66 Employees
34 ADV. Clients
43 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Citibank
- Clients
- Retail and Institutional
- Platforms
- RidgeVital +more
- Established Date
- 03-03-1983
- Office Locations
- 1
Office Locations
ONE Maritime Plaza, STE 800 SAN Francisco CA
About Osterweis Capital Management
Osterweis Capital Management is a San Francisco-based active manager founded in 1983, serving individuals and families as well as endowments and institutions. The firm advises the Osterweis mutual funds and supports distribution with regular outlooks and webinar updates, with notable expertise in small-cap growth equities and strategic income/fixed income (including high yield) for U.S. investors.
Team overview
-- AVG AGE
$31.4M AVG AUM / ADVISOR
$12.9M AVG AUM / CLIENT
12.8 yrs AVG TENURE
66 Employees
14 Advisory Reps
0 RIA Reps
43yrs Firm Age
Insights
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Asset Classes
Vector oak Radial optima Ridge Delta legacy Foundation capital Catalyst Beacon matrix
Client Personas
Radial crest
CRM
Timber
Custodian
Matrix momentum Catalyst capital Fusion Fusion Fusion radial Horizon wave Harbor Crest Meridian Vector Legacy Eagle frontier Vertex prime
Investment Themes
Meridian Unison Quantum Matrix
Investment Vehicles
Glacier
Platform
Summit ridge
Services
Delta eagle Unison Focus Ember ridge Unison bridge Ridge Timber
Technology
Atlas Catalyst pioneer Zenith fusion
Owner & Executives
CRAIG LEONARD MANCHUCK
Managing Director
- CRD
- --
- Ownership
- 5% but less than 10%
(716) 343-3789
legacy.value@foundationcapital.com
in linkedin.com/in/summit-legacy
M
MARTHA ELIZABETH ANGOVE
Managing Director
- CRD
- --
- Ownership
- Less than 5%
(786) 348-9275
alpha.alpha@wavecapital.com
in linkedin.com/in/vertex-momentum
E
Eagle element
Unison summit
- CRD
- #23193
- Ownership
- 10.0%
(240) 423-5295
pathway.zenith@unisoncapital.com
in linkedin.com/in/fusion-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $438,763,122 | $13,295,852 |
| Non-Discretionary | $587,925 | $293,963 |
| Total | $439,351,047 | $12,552,887 |
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Separately Managed Accounts
Total SMA Asset: $290,976,884
Equity - Exchange:
19.9% Cash:
56.4% Other:
23.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $797,710,075 | 19.9% |
| Cash | $2,260,846,645 | 56.4% |
| Other | $950,036,622 | 23.7% |
| Total | $4,008,593,342 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK FUSION MATRIX | QUANTUM ZENITH | AZ6AYZBXL | DRG | 9.84% | $62,276,954 |
| TIMBER OAK ELEMENT | QUANTUM HARBOR | J2PY0ALGS | EZRNL | 7.81% | $96,034,774 |
| EAGLE VERTEX RIDGE | MATRIX SUMMIT | OI4VWFGXS | WQHE | 2.61% | $60,391,516 |
| BRIDGE FRONTIER | MATRIX RIDGE | C5VUN0Y7L | JOS | 11.30% | $39,701,440 |
| FOUNDATION CREST PEAK | PEAK MOMENTUM | HSZO3XVLU | BOUR | 7.23% | $113,044,511 |
| HARBOR RIDGE | CAPITAL BEACON | F60G94IHF | NFJI | 7.60% | $61,241,514 |
| QUANTUM QUANTUM PRIME | DELTA PATHWAY | TBN11ERCY | SFPVH | 12.38% | $93,640,283 |
| FOCUS RIDGE ALPHA | HORIZON CAPITAL | RG12VDB9H | BHZTZ | 9.77% | $43,969,707 |