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| Wescap Management Group Inc
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|---|---|
| CRD # | 104759 |
| SEC # | 801-32095 |
| CIK # | 0001667140 |
| AUM | 1.1 B (2026-03-09) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 818-563-5170 |
| Address | 330 N Brand Blvd Glendale, CA 91203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001667140 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 37.8 | ||
| Apple Inc | 9.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Hedgecap Partners L P | 2012-03-26 | 39.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 54.0 |
| (b) Individuals (high net worth individuals) | 205 | 1,014.0 |
| (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 | 8 | 8.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 12.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (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 | 1,242 | 1,088.0 |
| By Discretionary | ||
| Discretionary | 1,106 | 901.0 |
| Non-Discretionary | 136 | 187.0 |
| Total | 1,242 | 1,088.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 1,086.5 | |
| Total | 1,242 | 1,088.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001667140] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ignite Planners LLC
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CA | 1.1 B |
|
Provident Investment Management Inc
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|
Ancora Alternatives LLC
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OH | 1.1 B |
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Knightsbridge Asset Management LLC
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CA | 1.1 B |
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ASA Managed Account Managers LLC
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MN | 1.1 B |
|
Lynx Investment Advisory LLC
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DC | 1.1 B |
|
SB Advisory LLC
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GA | 1.1 B |
|
Night Owl Capital Management LLC
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CT | 1.1 B |
|
Meson Quantitative Management LLC
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|
Argos Wealth Advisors LLC
✚
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1.0 B |