WESTLAKE BIOPARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTLAKE VILLAGE, California
CRD number
299325
Registered since
October 24, 2018

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Mira Chaurushiya

    Managing DirectorCRD 7085258

  • DAVID ALLISON

    Managing DirectorCRD 6773398

  • Brogan Perrelli

    Vice President of Finance & OperationsCRD 7720456

Unlock 2 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth