West Coast Asset Management Inc

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Assets, Funds, Holdings

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West Coast Asset Management Inc
CRD #111982
SEC #801-58232
CIK #0001276537
AUM
Employees 4 (50% Investors, 0% Brokers)
Phone805-653-5333
Address1205 Coast Village Road
Montecito, CA 93108
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
60048036024012002000200720152023
Type Form D Funds Date Sold ($MM) AUM ($MM)
RE 1865 Monterey Street Investors LP 2014-01-15 3.0
PE Coursebase LLC 2013-04-01 1.5
RE 1601 State Street Hotel Investors LP 2012-10-16 14.0
PE Montecito Venture Partners LLC 2012-10-16 14.9
HF West Coast Opportunity Fund LLC 2012-03-30 7.8
AUM Breakdown Accounts AUM ($MM)
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 0 0.0
(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 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 7.8
By Discretionary
Discretionary 1 7.8
Non-Discretionary 0 0.0
Total 1 7.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 7.8
Total 1 7.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001276537]
3 [0001276537]
4 [0001276537]
Form 3/4/5 Subject 2011 - 2024
West Coast Asset Management Inc
Helfert Lance W
Lowe R Atticus
West Coast Opportunity Fund LLC
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Orfalea Paul J
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