Westcap Investors LLC (Los Angeles)
Westcap Investors LLC is a large advisory firm based in Los Angeles. It manages $3.31 billion of regulatory assets for 1,682 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Westcap Investors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Westcap Investors: assets under management
The assets under management (AUM) of Westcap Investors LLC is $3.31 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 114% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Westcap Investors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Westcap Investors LLC
Glenn Carleton Weirick has been acting as President since 1 Apr 1992. Lovell Minnick Partners Llc joined the executive team most recently as the Sole Managing Member.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 23 indirect owners.Based in Los Angeles
The principal office where Westcap Investors LLC performs its advisory services is located at 11111 Santa Monica Blvd, Los Angeles, CA 90025, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 310-996-3200 or by fax 310-477-9767. The normal business hours are 6:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.westcapinvestors.com.
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