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| Westside Investment Management LLC
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| |
|---|---|
| CRD # | 154522 |
| SEC # | 801-71762 |
| CIK # | 0001772277, 0001538383 |
| AUM | $659.4 MM (2024-03-23) |
| Employees | 15 (53% Investors, 53% Brokers) |
| Phone | 310-315-9400 |
| Address | 2444 Wilshire Blvd Santa Monica, CA 90403 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001772277 0001538383 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.0 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Uber Technologies Inc | 43.4 | 0.0 | |
| Alphabet Inc | 1,475.1 | 0.0 | |
| Facebook Inc | 434.9 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Tutor Perini Corp | 0.5 | 0.0 | |
| SPDR Gold Trust | 0.0 | ||
| Qualcomm Inc/DE | 147.4 | 0.0 | |
| Nvidia Corp | 399.6 | 0.0 | |
| Transdel Pharmaceuticals Inc | 0.2 | 0.0 | |
| Northrop Grumman Corp /DE/ | 72.2 | 0.0 | |
| Broadcom Inc | 201.3 | 0.0 | |
| CVS Caremark Corp | 122.2 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,445 | 415.9 |
| (b) Individuals (high net worth individuals) | 15 | 205.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 36.4 |
| (h) Charitable organizations | 13 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,153 | 659.4 |
| By Discretionary | ||
| Discretionary | 1,153 | 659.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,153 | 659.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.5 | |
| United States Persons | 653.0 | |
| Total | 1,153 | 659.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001538383] | |
| D | [0001772277] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Petra Capital Management Inc
✚
|
0.7 | |
|
BMO Nesbitt Burns Securities Ltd
✚
|
0.7 | |
|
American Money Management LLC
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|
CA | 0.7 |
|
Wealth Management Group LLC
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|
IL | 0.7 |
|
Wembley Strategic Advisory LLC
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NY | 0.7 |
|
Veracity Capital LLC
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|
GA | 0.7 |
|
Hartline Investment Corp
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|
IL | 0.7 |
|
CIC Wealth LLC
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|
MD | 0.7 |
|
Chatham Capital Group Inc
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|
GA | 0.7 |
|
Wall Capital Group Inc
✚
|
AZ | 0.7 |