Park West Asset Management LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$318M
Accounts
9
Employees
20
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
157660
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Park West Asset Management LLC is a hedge-fund–style investment manager organized as an LLC and registered with the SEC in 2012. The firm serves primarily institutional clients and operates as an active manager of pooled investment vehicles, functioning in roles that include sponsor, general partner, and managing member. Its regulatory filings identify it as a CPO/CTA and describe advisory activity focused on portfolio management for pooled funds. Compensation is a mix of asset-based fees and performance-linked fees. Park West does not position itself as a capital allocator to external managers and is not flagged as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Peter Park

    Peter Park

    Chief Investment OfficerCRD 2519125

  • Grace Jimenez

    Chief Financial OfficerCRD 6403037

  • Melissa Frayer

    Chief Compliance OfficerCRD 7837468

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth