Westcap Management, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 301822
- Registered since
- July 30, 2020
- Website
- www.westcap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.98%
- Corporations / Businesses0.02%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Westcap Management, LLC is an SEC-registered private equity manager that focuses on pooled investment vehicles for institutional clients. The firm is organized as an LLC, registered with the SEC in 2020 and owned by an individual. Its business model centers on sponsoring and managing closed-end and pooled funds: Westcap serves as a general partner and managing member for those vehicles, and it also lists broker-dealer and sponsor activities among its industry affiliations. Compensation includes a percentage-of-assets fee and performance-based fees, and the firm identifies itself as an active ESG investor. Westcap is not presented as a broad capital allocator to third-party managers; instead, its activities emphasize portfolio management for pooled funds and the direct sponsorship/management of alternative investment vehicles.
Assets & Accounts
Public Holdings
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
1 of 1
Michael Davis
Partner & Chief Administrative OfficerCRD 1736306
Contacts
1 of 1
Laurence Tosi
Managing Partner, FounderCRD 4876604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 590 Pacific Ave
- Time zone
- PT (UTC-8)
- Office locations
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