Westgate Capital Partners LLC

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Assets, Funds, Holdings

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Westgate Capital Partners LLC
CRD #282224
SEC #802-107162
CIK #
AUM
Employees
Fees
Minimum
Phone213-399-4859
Address334 Meadow Grove Street
La Canada, CA 91011
Source [IAPD]
Total AUM ($)
1.00.80.60.40.20.02009201420192025
Type Form D Funds Date Sold AUM
PE Westgate Delaware Basin Partners LP [2018-03-22] 17.5 M 17.5 M
Offered $17,500,000 · Filed 2017-12-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Duration One year or less · Net Assets Decline to Disclose
PE Primexx Energy Opportunity Fund II LP [2017-03-16] 30.0 M 30.0 M
Offered $30,000,000 · Filed 2016-10-07 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $1 · Duration One year or less · Net Assets Decline to Disclose
PE Westgate Delaware Basin Royalty Partners LP [2017-03-16] 32.5 M 22.6 M
Offered $32,500,000 · Filed 2017-12-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Duration One year or less · Revenue Decline to Disclose
PE Westgate Natural Gas Partners LP [2016-01-08]
AUM Breakdown Accounts AUM ($)
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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
Michael Casey Executive Officer 120 5
John Kelly Executive Officer 58 5
Steven Anderson Executive Officer 38 4
James Parks Director 14 2
David Dahl Executive Officer 11 2
Keith Renken Director 11 2
Andrew Garb Director 7 2
William Ramsey Executive Officer 6 2
Arlo Sorenson Director 6 2
James Langdon Director 5 2
James Jeffs Executive Officer 5 2
NA Westgate Management GP LLC Executive Officer 1 1
Westgate Management GP LLC Executive Officer 1 1
Firm Profile (Form ADV)
Fund TypesPrivate Equity
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