RIA Intelligence

WESTCAP INVESTORS LLC

CRD #106727 SEC #801-40132 LOS ANGELES, CA 310-996-3200
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
--
Clients
0
Accounts
938

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EDELSTEIN, GEOFFREY, IRAIMANAGING DIRECTORC Control
EDELSTEIN, GEOFFREY, IRAIMANAGING DIRECTORC Control
WEIRICK, GREGORYIMANAGING DIRECTORC Control
WEIRICK, GREGORY, STEPHENIMANAGING DIRECTORC Control
PROGRESS PUTNAM LOVELL VENTURES, LLCDEMEMBERB
SLOCUM, BRADLEY, GILESIMANAGING DIRECTORB Control
SLOCUM, BRADLEY, GILESIMANAGING DIRECTORB Control
WEIRICK, GLENN, CARLETONIPRESIDENTB Control
WEIRICK, GLENN, CARLETONIPRESIDENTB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LOVELL MINNICK HOLDINGS LLCDELOVELL MINNICK PARTNERS LLCF Control
LOVELL MINNICK PARTNERS LLCDEHIGHCREST CALIFORNIA PARTNERS LLCF Control
PROGRESS PUTNAM LOVELL ADVISORS, LLCDEPROGRESS PUTNAM LOVELL VENTURES, LLCF Control
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMDEPROGRESS PUTNAM LOVELL VENTURES, LLCE Control
COLUMBIA MANAGEMENT GROUP, INCDEPROGRESS INVESTMENT MANAGEMENT COMPANYE Control
FLEET BOSTON FINANCIAL CORPORATIONDEFLEET NATIONAL BANKE Control
FLEET NATIONAL BANKDECOLUMBIA MANAGEMENT GROUP, INCE Control
HIGHCREST CALIFORNIA PARTNERS, LLCDEPROGRESS PUTNAM LOVELL ADVISORS, LLCD Control
LOVELL, JEFFREY, DALEILOVELL MINNICK HOLDINGS LLCD
PROGRESS INVESTMENT MANAGEMENT COMPANYDEPROGRESS PUTNAM LOVELL ADVISORS, LLCD Control
MINNICK, JAMES, EDWARDILOVELL MINNICK HOLDINGS LLCC

Registrations

Federal

IA
Apr 1, 2002 REGISTERED

Notice Filings (50)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV

Address

11111 SANTA MONICA BLVD
SUITE 820
LOS ANGELES, CA 90025
USA
Phone: 310-996-3200