WESTLAKE BIOPARTNERS, LLC
Firm details
- Headquarters
- WESTLAKE VILLAGE, California
- CRD number
- 299325
- Registered since
- October 24, 2018
- Website
- westlakebio.com
Firm profile
FINTRXOverview
Westlake Biopartners, LLC is an SEC-registered limited liability company that has been registered since 2018 and is owned by an individual. The firm operates primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than positioning itself as a separate capital allocator or multi-state advisory platform. Public filings indicate it is not an active ESG investor and does not present itself as a pension consultant or 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
3 of 5Mira Chaurushiya
Managing DirectorCRD 7085258
DAVID ALLISON
Managing DirectorCRD 6773398
Brogan Perrelli
Vice President of Finance & OperationsCRD 7720456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTLAKE VILLAGE, CA
VENTURA
Location
WESTLAKE VILLAGE, CA
Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 3075 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
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