Westcliff Capital Management LLC

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Assets, Funds, Holdings

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Westcliff Capital Management LLC
CRD #106676
SEC #801-52709
CIK #
AUM
Employees
Phone831-479-0422
Address200 7th Ave
Santa Cruz, CA 95062
Source [IAPD]
Total AUM ($M)
60048036024012001999200820172027
Type Form D Funds Date Sold AUM
HF Master Fund 2014-02-27 0.4 M
HF SG Family LLC 2014-02-27 0.2 M
HF Westcliff Aggressive Growth LP [2014-02-27] 29.5 M
Filed 2015-03-31 (D/A) · Exemption 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE Westcliff Alternative Energy Fund LP [2014-02-27] 3.5 M 10.0 M
Filed 2017-03-13 (D) · Exemption 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE Westcliff Alternative Holdings LP [2014-02-27] 14.7 M 1.0 M
Filed 2017-03-13 (D) · Exemption 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE Westcliff Alternative Holdings Sa LP 2014-02-27 3.1 M
HF Westcliff Capital High Yield Fund LP [2014-02-27] 0.7 M 1.3 M
Filed 2019-03-04 (D) · Exemption 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Westcliff Fund LP [2014-02-27] 0.7 M 1.2 M
Filed 2017-03-13 (D) · Exemption 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Westcliff Long/Short LP 2014-02-27
HF Westcliff Partners LP [2014-02-27] 81.0 M 3.6 M
Filed 2017-03-13 (D) · Exemption 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
View All
AUM Breakdown Accounts AUM ($M)
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 11 108.9
By Discretionary
Discretionary 11 108.9
Non-Discretionary 0 0.0
Total 11 108.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 108.9
Total 11 108.9
Form D Directors Role # Filings # Firms 2011 - 2026
Richard Spencer III Executive Officer 41 2
Denise Hurley Executive Officer 34 2
Westcliff Capital Management LLC Executive Officer 22 2
Westcliff Alternative Management LLC Executive Officer, Promoter 13 2
Mary Hinz Executive Officer 13 2
Firm Profile (Form ADV)
ServesInstitutional, Retail
Fund TypesHedge Fund, Private Equity
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