Trustee, Kane Family Trust DTD 6/27/2005 · Osterweis Capital Management
Rachel Z. Kane
CRD 6931798 · 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 Rachel Z. Kane on its Form ADV as Trustee, Kane Family Trust DTD 6/27/2005. The SEC filings also name Rachel at 1 other registered adviser.
Firms and roles
- Osterweis Capital ManagementTrustee, Kane Family Trust DTD 6/27/2005Asset manager · SAN Francisco, CA · $7.5B in regulatory assets
- Osterweis Capital ManagementTrustee, Kane Family Trust DTD 6/27/2005Wealth manager · SAN Francisco, CA · $439M in regulatory assets
AtlasMembers
Rachel’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
- Martha E. AngoveTrustee, Carl Kaufman & Martha Angove Revocable Trust, Osterweis Capital Management
8 more people named with Rachel 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 Rachel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.