WESTLY CAPITAL MANAGEMENT III, L.L.C.
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 285571
- Registered since
- December 23, 2024
Firm profile
FINTRXOverview
Westly Capital Management III, L.L.C. is an SEC-registered investment adviser that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm’s public filing positions it more as a manager of private fund vehicles than as a retail adviser: its disclosed business activity is “Other Financial Product Salesperson,” and it lists sponsor/GP/managing member roles among its firm activities. Westly Capital Management III does not identify itself as an active ESG investor and is not presented as a multi-state retail advisory practice. Investment activity is concentrated in venture capital fund management. The firm’s structure and disclosures indicate that capital is allocated through closed-ended fund vehicles rather than through discretionary wrap accounts or broad direct-advisory relationships. As a sponsor and GP, the firm is set up to originate, syndicate and manage private-equity style investments and to lead fundraising and governance for those pooled vehicles.
Assets & Accounts
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
Contacts
2 of 2STEVEN WESTLY
Founder & Managing PartnerCRD 1821242
Daniel Cotter
Managing PartnerCRD 8067684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, 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 MATEO
- Address
- 2200 Sand Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
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