West Coast Financial LLC

West Coast Financial is a private equity company based in Santa Barbara, CA. They operate 1 private fund and have approximately $775 million in total assets under management (AUM). You can view more information on West Coast Financial including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for West Coast Financial

West Coast Financial, LLC
1525 State Street
Suite 104
Santa Barbara, CA 93101
United States

Phone: 805-962-9131
Fax: 805-962-4290
Website: http://www.wcfinc.com

Overview of West Coast Financial

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-19093

Org#: 104677

Legal Issues: No legal issues reported

Company Type: Private Equity

Strategies/Sectors: Fund of Funds

Pooled Investments: Up to 10 percent

Private Funds Managed(1): Wcf Real Estate Fund I Lp

Ownership/Leadership of West Coast Financial

 

Euegene David YossemClass B Member
Steven A WeintraubManaging Member, Class B & C Member
Brian Dennis LloydClass B & C Member
Brian Dennis LloydManaging Member
David Charles GoreClass B & C Member
Class A Member
Brian Dennis LloydChief Compliance Officer

West Coast Financial Key Stats and Charts

Discretionary AUM: $775 million

West Coast Financial discretionary AUM

Rank: 323 out of 1975 private equity companies

Total AUM: $775 million

West Coast Financial total assets under management (AUM)

Rank: 356 out of 1975 private equity companies

# of Accounts: 1100

West Coast Financial total client accounts

Rank: 29 out of 1975 private equity companies

Average Account Size: 704550.209091

West Coast Financial average account size

Rank: 885 out of 1975 private equity companies

# of Employees: 30

West Coast Financial has 30 employees

Rank: 206 out of 1975 private equity companies

# of Private Funds: 1

West Coast Financial operates 1 private Private Equity funds

Rank: 1437 out of 1975 private equity companies

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