WESTERLY CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$489M
Discretionary
$489M
100% of AUM
Avg account
$163M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
140089
Registered since
July 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Westerly Capital Management LLC is an SEC-registered investment manager organized as an LLC and registered in 2022. It operates as a hedge fund manager serving institutional clients and provides portfolio management for pooled investment vehicles. The firm charges both an asset-based fee and performance-based fees and acts as sponsor, general partner, or managing member of its pooled vehicles rather than functioning primarily as an external capital allocator. Westerly does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Owners & executives

1 of 1
  • ANDERS KAMPERIN

    Chief Operating OfficerCRD 5069801

Contacts

1 of 1
  • CHRISTOPHER GALVIN

    Managing PartnerCRD 2370862

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
201 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth