Trustee, Carl Kaufman & Martha Angove Revocable Trust · Osterweis Capital Management
Martha E. Angove
CRD 1053786 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Osterweis Capital Management, an SEC-registered asset manager based in SAN Francisco, CA with $7.5 billion in regulatory assets, lists Martha E. Angove on its Form ADV as Trustee, Carl Kaufman & Martha Angove Revocable Trust. The SEC filings also name Martha at 1 other registered adviser.
Firms and roles
- Osterweis Capital ManagementTrustee, Carl Kaufman & Martha Angove Revocable TrustAsset manager · SAN Francisco, CA · $7.5B in regulatory assets
- Osterweis Capital ManagementTrustee, Carl Kaufman & Martha Angove Revocable TrustWealth manager · SAN Francisco, CA · $439M in regulatory assets
AtlasMembers
Martha’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (13)
- John S. OsterweisChairman, Osterweis Capital Management
- John F. TavernettiChief Compliance Officer, Osterweis Capital Management
- Gregory S. HermanskiTrustee, Hermanski Family Trust, Osterweis Capital Management
- Carl P. KaufmanTrustee, Carl Kaufman & Martha Angove Revocable Trust, Osterweis Capital Management
- Catherine HalberstadtCo-Ceo and Co-President, Osterweis Capital Management
8 more people named with Martha on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Martha’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.