|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| West Coast Financial LLC
✚
|
|
|---|---|
| CRD # | 104677 |
| SEC # | 801-19093 |
| CIK # | 0001511985 |
| AUM | $1.8 B (2025-03-20) |
| Employees | 42 (64% Investors, 0% Brokers) |
| Phone | 805-962-9131 |
| Address | 1435 Anacapa Street Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | WCF Real Estate Fund IV LP | [2024-03-25] | 5.8 | 8.2 |
| RE | WCF Real Estate Fund III LP | [2022-03-21] | 10.9 | 10.9 |
| RE | WCF Ozone Fund I LP | [2020-03-25] | 5.2 | 9.8 |
| RE | WCF Real Estate Fund II LP | [2020-03-25] | 4.1 | 6.6 |
| RE | WCF Real Estate Fund I LP | [2016-09-30] | 8.7 | 6.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 310 | 178.8 |
| (b) Individuals (high net worth individuals) | 413 | 1,562.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 41.7 |
| (g) Pension and profit sharing plans | 8 | 16.5 |
| (h) Charitable organizations | 0 | 20.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 18.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,088 | 1,838.8 |
| By Discretionary | ||
| Discretionary | 2,086 | 1,833.2 |
| Non-Discretionary | 2 | 5.7 |
| Total | 2,088 | 1,838.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,838.8 | |
| Total | 2,088 | 1,838.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Steven Weintraub | 6 | ||
| Financial LLC West Coast | 3 | ||
| IV LLC Wcf Re Associates | 1 | ||
| Associates III LLC Wcf Re | 1 | ||
| Steve Weintraub | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001511985] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IFC Advisors LLC
✚
|
CA | 2.3 |
|
Colter Lewis Investment Partners LLC
✚
|
CT | 2.3 |
|
Condor Capital Management
✚
|
NJ | 2.0 |
|
Roundview Capital LLC
✚
|
NJ | 1.9 |
|
OREI Advisors LP
✚
|
TX | 1.7 |
|
Bulltick Wealth Management LLC
✚
|
FL | 1.7 |
|
HCR Wealth Advisors
✚
|
CA | 1.7 |
|
Buchanan Street Partners LP
✚
|
CA | 1.6 |
|
Latash Investments LLC
✚
|
AK | 1.5 |
|
Allen Capital Group LLC
✚
|
NE | 1.2 |