About Carl P. Kaufman of OSTERWEIS CAPITAL

Carl P. Kaufman is Trustee, Carl Kaufman & Martha Angove Revocable Trust at Osterweis Capital Management In and has been affiliated with Osterweis Capital Management In since January-2004.

Osterweis Capital Management In is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 54 employees, of which 9 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 100% of the manager's regulatory AUM.

For more on Osterweis Capital Management In including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

OSTERWEIS CAPITAL StockAlpha

-2.9%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: -2.9%/yr

Co-workers of Carl P. Kaufman at OSTERWEIS CAPITAL

Name Title In Position Since
John S. Osterweis Chairman And Chief Investment Officer January-2011
Tully M. Friedman Director November-1984
John S. Osterweis Trustee, Osterweis Revocable Trust January-1994
John F. Tavernetti Chief Compliance Officer January-2005
Matthew K. Berler President And Chief Executive Officer January-2011
Amy B. Berler Trustee, Berler Family Trust January-2004
Gregory S. Hermanski Trustee, Hermanski Family Trust January-2004
Alexander Sasha Kovriga Trustee, Kovriga Family Revocable Trust January-2006
Matthew K. Berler Trustee, Berler Family Trust January-2004
Irina Kovriga Trustee, Kovriga Family Revocable Trust January-2006
Martha E. Angove Trustee, Carl Kaufman & Martha Angove Revocable Trust January-2004
Tsun H. Lee Trustee, Lee Family Trust December-2009
Mazng C. Lee Trustee, Lee Family Trust December-2009
Marco W. Hellman Director April-2012
Catherine Halberstadt Chief Operating Officer & Chief Financial Officer August-2014
Rebecca D. Hermanski Trustee, Hermanski Family Trust January-2004
Pamela S. Nichter Chief Operating Officer & Chief Financial Officer March-1997
Kathryn A. Hall Co-Trustee, Patricia Christina Hellman Survivor'S Trust, Dated December 18, 2011 December-2011

Fundamental & Technical Factor Exposure

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Carl P. Kaufman Office Address

ONE MARITIME PLAZA, STE 800
SAN FRANCISCO, California
UNITED STATES, 94111

Carl P. Kaufman Contact Information

Phone Number: 415-434-4441
Fax Number: 415-434-0918
Website:

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