Westcap Investors LLC (Los Angeles)

Name: Westcap Investors LLC
Address: 11111 Santa Monica Blvd, Los Angeles, CA, 90025
Telephone: 310-996-3200

Westcap Investors LLC is a large advisory firm based in Los Angeles. It manages $3.31 billion of regulatory assets for 1,682 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Westcap Investors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Westcap Investors: assets under management

The assets under management (AUM) of Westcap Investors LLC is $3.31 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 114% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.31 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.97 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Westcap Investors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Westcap Investors LLC

Glenn Carleton Weirick has been acting as President since 1 Apr 1992. Lovell Minnick Partners Llc joined the executive team most recently as the Sole Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Glenn Carleton Weirick	President	1 Apr 1992	Other	1515643
Geoffrey Ira Edelstein	Managing director	1 Apr 1992	25% - 50%	4354105
Gregory Weirick	Managing director	1 Apr 1992	25% - 50%	2213112
Bradley Giles Slocum	Managing director	1 Apr 1992	Other	1443339
Gregory Stephen Weirick	Managing director	1 Apr 1992	25% - 50%	2213112
Llc Progress Putnam Lovell Ventures	Member	1 Oct 2002	Other	95-4802260

Indirect Owners

The SEC currently registers 23 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Putnam Lovell Group	Sole shareholder of putnam lovell capital partners, inc.	1 Oct 1997	75% - 100%	95-3283346
Inc. Putnam Lovell Capital Partners	Sole managing member of highcrest california partners, llc	1 Mar 2000	Other	95-4653753
Llc Progress Putnam Lovell Advisors	Sole managing member of progress putnam lovell ventures, llc	1 Apr 2000	Other	95-4802253
California Public Employees Retirement System	Non-managing member of progress putnam lovell ventures, llc	1 Apr 2000	75% - 100%	94-6207465
Progress Investment Management Company	Managing member of progress putnam lovell advisors, llc	1 Apr 2000	50% - 75%	94-3109216
Llc Highcrest California Partners	Managing member progress putnam lovell advisors, llc	1 Apr 2000	50% - 75%	95-4706384
Jeffrey Dale Lovell	Manager	1 Apr 2000	Other	1095362
James Edward Minnick	Manager	1 Apr 2000	Other	716204
Jr. Thurman V. White	Manager	1 Apr 2000	Other	4378802
Donna K. Gilding	Manager	1 Apr 2000	Other	4379194
Jr. Thurman Vernon White	Manager	1 Apr 2000	Other	4378802
Donna Kathleen Gilding	Manager	1 Apr 2000	Other	4379194
Fleet National Bank	Parent company	1 May 2000	75% - 100%	04-2472499
Fleet Boston Financial Corporation	Parent company	1 May 2000	75% - 100%	05-0341324
Inc Columbia Management Group	Parent company	1 May 2000	75% - 100%	01-0547933
Inc. Fleet/Liberty Holdings	Sole shareholder of progress investment mangement company	1 Nov 2001	75% - 100%	04-3260640
Fleet National Bank	Sole shareholder of fleet/liberty holdings, inc.	1 Nov 2001	75% - 100%	04-2472499
Fleetboston Financial Corporation	Sole shareholder of fleet national bank	1 Nov 2001	75% - 100%	05-0341324
National Bank Of Canada	Sole shareholder of putnam lovell group, inc.	1 Jun 2002	75% - 100%	foreign
Lovell Minnick Partners Llc	Sole managing member	1 Feb 2004	Other	20-0493456
Lovell Minnick Holdings Llc	Sole managing member	1 Feb 2004	Other	20-0498914
Jeffrey Dale Lovell	Co-managing member	1 Feb 2004	50% - 75%	1095362
James Edward Minnick	Co-managing member	1 Feb 2004	25% - 50%	716204

Based in Los Angeles

The principal office where Westcap Investors LLC performs its advisory services is located at 11111 Santa Monica Blvd, Los Angeles, CA 90025, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 310-996-3200 or by fax 310-477-9767. The normal business hours are 6:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.westcapinvestors.com.