WEST STAR MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
339799
Registered since
November 30, 2025

Firm profile

FINTRX

Overview

West Star Management LLC is a small, individual‑owned limited liability company that registers as an investment adviser. The firm’s visible investment activity centers on managing at least one private equity vehicle rather than operating as a traditional advisory practice serving separate retail or institutional accounts. Public disclosures identify the firm as non‑ESG focused and not positioned as a multi‑state or pension consultant adviser. No sector or strategy concentration is listed, so the firm’s capital allocation appears driven by private fund investments rather than separately managed public portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • NIKHIL SACHDEV

    Managing MemberCRD 5152963

Wealth teams

FINTRX

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
4126 17th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth