This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

OSTERWEIS CAPITAL MANAGEMENTCRD 109580

Fund type

Hedge Fund

Latest reported GAV

$131Mgross asset value on Schedule D 7.B(1), as of 2012-09-11; never fund size

Peak reported GAV

$162M

Beneficial owners

44

Minimum investment

$500,000

Owned by the adviser

2000%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Organised in

California, United States

First reported

Dec 9, 2011

Last reported

Sep 11, 2012fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

4

Fund id

805-6271616893

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5dfa88b0-dfaa-6b55-6a3c-eba304f3e15c

First observed

Dec 9, 2011

Last observed

Sep 11, 2012 170 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.