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 organized as a private equity fund manager that primarily serves institutional clients. The firm is SEC-registered (since 2020), owned by an individual, and runs pooled investment vehicles where it provides portfolio management and acts in sponsor/GP and managing-member roles for its funds. Its fee model combines a percentage-of-assets component with performance-based fees. Westcap identifies as an active ESG investor, and its business model centers on sponsoring and operating private funds rather than acting as a third-party capital allocator.
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 1MICHAEL DAVIS
Partner & Chief Administrative OfficerCRD 1736306
Contacts
1 of 1LAURENCE 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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