WESTLAKE CAPITAL INC

Overview

Westlake Capital Inc is a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). While it does not engage in active ESG investing, it has carved out a niche for itself by catering to individual and family clients. The firm is not classified as a capital allocator and does not have affiliations with pension consulting or related advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices