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| Mesa West Capital LLC
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| |
|---|---|
| CRD # | 158959 |
| SEC # | 801-72711 |
| CIK # | |
| AUM | $9.1 BB (2024-05-10) |
| Employees | 48 (46% Investors, 4% Brokers) |
| Phone | 310-806-6300 |
| Address | 11755 Wilshire Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | MWC 49 LP | [2021-03-31] | 250.0 | 434.8 |
| RE | Mwreif IV Holdings LLC | [2017-03-30] | 52.4 | 45.7 |
| PE | Mesa West Real Estate Income Fund II PF-1 LP | 2013-10-04 | 117.6 | |
| PE | Mesa West Real Estate Income Fund PF-1 LP | 2013-10-04 | 29.6 | |
| Other | Mesa West Core Lending Fund LP | [2013-03-27] | 2,901.4 | 4,830.1 |
| PE | Mesa West Real Estate Income Fund III LP | 2013-03-27 | 1,582.0 | |
| PE | Mesa West Real Estate Income Fund II PF-2 LP | 2013-03-27 | 26.0 | |
| PE | Mesa West Real Estate Income Fund II LP | 2012-03-30 | 255.5 | |
| PE | Mesa West Real Estate Income Fund LP | 2012-03-30 | 699.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 8.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 9.1 |
| By Discretionary | ||
| Discretionary | 5 | 8.7 |
| Non-Discretionary | 5 | 0.3 |
| Total | 10 | 9.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 8.7 | |
| Total | 10 | 9.1 |
| Limited Partners | 2011 - 2024 |
|---|---|
| North Carolina Retirement Services |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Klopp | 21 | ||
| Jeffrey Friedman | 29 | ||
| Mark Zytko | 14 | ||
| Ryan Krauch | 13 | ||
| Ronnie Gul | 1 | ||
| Raphael Fishbach | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MSREF Real Estate Advisor Inc
✚
|
NY | 11.5 |
|
Hermes GPE LLP
✚
|
10.3 | |
|
New Mountain Finance Advisers BDC LLC
✚
|
NY | 9.7 |
|
The Vistria Group LP
✚
|
IL | 9.6 |
|
HGGC LLC
✚
|
CA | 8.1 |
|
Trilantic Capital Management LP
✚
|
NY | 7.7 |
|
Certares Management LLC
✚
|
NY | 7.6 |
|
Domain Capital Advisors LLC
✚
|
GA | 6.2 |
|
Stafford Capital Partners Limited
✚
|
5.5 | |
|
Quilvest Capital Partners Management LLC
✚
|
NY | 5.4 |