West Coast Financial LLC

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Assets, Funds, Holdings

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West Coast Financial LLC
CRD #104677
SEC #801-19093
CIK #1511985
AUM $948.2 MM (100% Disc, 100% US)
Employees32 (69% Investors, 0% Brokers)
Phone805-962-9131
Address1525 State Street
Santa Barbara, CA 93101
Links IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IJR 46.4
MA 250,210.0 11.7
AAPL 843,560.0 11.6
CERN 18,250.0 9.3
INTC 239,910.0 8.6
AFL 36,820.0 8.3
BDX 67,250.0 8.1
PII 5,240.0 7.8
AEO 3,720.0 7.8
BA 226,000.0 7.5
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
RE WCF Real Estate Fund I LP 2016-05-23external
8.7
7.7
View All
Fund Directors # Filings # Firms
Financial LLC West Coast 1 1
Comparable Firms State AUM ($BB)
Buchanan Street Partners LP
CA
1.1
Latash Investments LLC
AK
1.1
Condor Capital Management
NJ
1.0
HCR Wealth Advisors
CA
0.9
EII Capital Management Inc
NY
0.9
Regis Metro Associates Inc
CA
0.7
Core Investment Advisors LLC
OH
0.7
CCV LLC
NY
0.5
Gibraltar Capital Management Inc
OK
0.5
FCA Corp
TX
0.4