MESA WEST CAPITAL
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 158959
- Registered since
- September 19, 2011
- Website
- mesawestcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles97.15%
- Insurance Companies2.85%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mesa West Capital is an LLC that registers with the SEC and has been operating as an adviser since 2011. The firm classifies itself as an alternative fund provider serving institutional clients and uses a mix of percentage-of-AUM and performance-based fee structures, along with other fee arrangements. Its advisory activities emphasize portfolio management for pooled investment vehicles and for businesses or institutions. Mesa West is not positioned as a multi-state or newly formed adviser, and it does not describe itself as an active ESG investor. The firm reports no role as a capital allocator and does not identify as a pension consultant or a related adviser. Its corporate footprint includes a combination of domestic entity and individual ownership. The firm maintains a broad set of industry affiliations and operational capabilities that go beyond pure advisory work: it is connected to broker-dealer activity, registered municipal advising, commodity pool/trading roles (CPO/CTA), futures commission merchant activity, banking or thrift institution functions, real estate brokerage, and acting as sponsor or general partner/managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 4MUSTUFA SALEHBHAI
Chief Legal OfficerCRD 5066028
ARLENE MORRIS
Chief Compliance OfficerCRD 5117165
RAPHAEL FISHBACH
Co-CEOCRD 6884046
Contacts
3 of 3BENJAMIN HUNEKE
Head of Investment ManagementCRD 2796985
Brett Burns
Head of AccountingCRD 6710181
JOHN KLOPP
Head of Global Real AssetsCRD 5753735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11755 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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