Carl Philip Kaufman appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Carl Philip Kaufman appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-04-01 | Form ADV | OSTERWEIS CAPITAL MANAGEMENT LLC | TRUSTEE, CARL KAUFMAN & MARTHA ANGOVE REVOCABLE TRUST | SAN FRANCISCO, CA |
| 2025-04-01 | Form ADV | OSTERWEIS CAPITAL MANAGEMENT INC | TRUSTEE, CARL KAUFMAN & MARTHA ANGOVE REVOCABLE TRUST | SAN FRANCISCO, CA |