POINT WEST ASSET MANAGEMENT LLC
Firm details
- Headquarters
- MISSION VIEJO, California
- CRD number
- 330321
Firm profile
FINTRXOverview
Point West Asset Management LLC is organized as a limited liability company under individual ownership. Publicly available registry details are sparse: the firm's regulatory registration year is not listed, it is categorized as "unclassified" in the snapshot data, and it does not report itself as a capital allocator. The firm identifies as a sponsor, general partner, and managing member of pooled investment vehicles. The dataset flags Point West as not being an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Philippe Bouet
Managing MemberCRD 7882945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MISSION VIEJO, CA
ORANGE
Location
MISSION VIEJO, CA
Headquartered in MISSION VIEJO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 23821 Avenida Columbia
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
OVERWATER VENTURES LLC
Exempt Reporting AdvisorPALO ALTO, CA
BLACK HILLS CAPITAL, LLC
Exempt Reporting AdvisorSANTA MONICA, CA
INSPIRATION VENTURE PARTNERS
Exempt Reporting AdvisorSAN FRANCISCO, CA
CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT, L.P.
Exempt Reporting AdvisorMENLO PARK, CA
WOODBRIDGE CAPITAL PARTNERS, LLC.
Exempt Reporting AdvisorNAPA, CA
MERITECH CAPITAL
Exempt Reporting AdvisorPALO ALTO, CA