WEST COAST ASSET MANAGEMENT,INC.
CRD #111982 SEC #801-58232 MONTECITO, CA 805-653-5333
SEC Registered Private Funds
Total AUM
$37.4M
Discretionary
$37.4M
Employees
3
Clients
0
Accounts
1
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GILLEM, LORI, DIANE | I | CHIEF OPERATIONS OFFICER | NA | |
| GILLEM, LORI, DIANE | I | CHIEF OPERATIONS OFFICER | NA | |
| GILLEM, LORI, DIANE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GILLEM, LORI, DIANE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GILLEM, LORI, DIANE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GILLEM, LORI, DIANE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GILLEM, LORI, DIANE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GILLEM, LORI, DIANE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GILLEM, LORI, DIANE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GILLEM, LORI, DIANE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOWE, RYAN, ATTICUS | I | PRINCIPAL & VICE PRESIDENT | NA | Control |
| LOWE, RYAN, ATTICUS | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| LOWE, RYAN, ATTICUS | I | ANALYST | NA | Control |
| LOWE, RYAN, ATTICUS | I | CHIEF INVESTMENT OFFICER & DIRECTOR | NA | Control |
| LOWE, RYAN, ATTICUS | I | CHIEF INVESTMENT OFFICER & DIRECTOR | NA | Control |
| LOWE, RYAN, ATTICUS | I | CHIEF INVESTMENT OFFICER & DIRECTOR | NA | Control |
| LOWE, RYAN, ATTICUS | I | CHIEF INVESTMENT OFFICER & DIRECTOR | NA | Control |
| LOWE, RYAN, ATTICUS | I | CHIEF INVESTMENT OFFICER & DIRECTOR | NA | Control |
| LOWE, RYAN, ATTICUS | I | CHIEF INVESTMENT OFFICER & DIRECTOR | NA | Control |
| PEREIRA, DIANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| PEREIRA, DIANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| PEREIRA, DIANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEREIRA, DIANA, LOUISE HADJES | I | DIRECTOR | NA | Control |
| SCHUMAN, LINDA, RAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHUMAN, LINDA, RAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHUMAN, LINDA, RAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOIRET, JACQUES, EDWARD | I | PRINCIPAL & DIRECTOR | NA | Control |
| SOIRET, JACQUES, EDWARD | I | DIRECTOR | NA | Control |
| SOIRET, JACQUES, EDWARD | I | PRINCIPAL & DIRECTOR | NA | Control |
| SOIRET, JACQUES, EDWARD | I | PRINCIPAL & DIRECTOR | NA | Control |
| SOIRET, JACQUES, EDWARD | I | DIRECTOR | NA | Control |
| SOIRET, JACQUES, EDWARD | I | DIRECTOR | NA | Control |
| SOIRET, JACQUES, EDWARD | I | DIRECTOR | NA | Control |
| SOIRET, JACQUES, EDWARD | I | DIRECTOR | NA | Control |
| WARREN, JAMES, RANEY | I | PRINCIPAL | NA | |
| WARREN, JAMES, RANEY | I | PRINCIPAL | NA | |
| WARREN, JAMES, RANEY | I | PRINCIPAL | NA | |
| WARREN, JAMES, RANEY | I | PRINCIPAL | NA | |
| WARREN, JAMES, RANEY | I | PRINCIPAL | NA | |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | D | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | D | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | D | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | D | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | D | Control |
| HELFERT, LANCE, WILLIAM | I | PRINCIPAL, PRESIDENT & DIRECTOR | C | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT & DIRECTOR | C | Control |
| HELFERT, LANCE, WILLIAM | I | PRINCIPAL, PRESIDENT & DIRECTOR | C | Control |
| HELFERT, LANCE, WILLIAM | I | PRINCIPAL, PRESIDENT & DIRECTOR | C | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT & DIRECTOR | C | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT, DIRECTOR | C | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT, DIRECTOR | C | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT & DIRECTOR | C | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT, DIRECTOR | C | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT & DIRECTOR | C | Control |
| HELFERT, LANCE, WILLIAM | I | PRESIDENT, DIRECTOR | C | Control |
| HELFERT, LANCE, WILLIAM | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ORFALEA, PAUL, JAMES | I | PRINCIPAL & DIRECTOR | C | Control |
| ORFALEA, PAUL, JAMES | I | DIRECTOR | C | Control |
| ORFALEA, PAUL, JAMES | I | PRINCIPAL & DIRECTOR | C | Control |
| ORFALEA, PAUL, JAMES | I | PRINCIPAL & DIRECTOR | C | Control |
| ORFALEA, PAUL, JAMES | I | DIRECTOR | C | Control |
| ORFALEA, PAUL, JAMES | I | SHAREHOLDER | C | Control |
| ORFALEA, PAUL, JAMES | I | SHAREHOLDER | C | Control |
| ORFALEA, PAUL, JAMES | I | SHAREHOLDER | C | Control |
| ORFALEA, PAUL, JAMES | I | SHAREHOLDER | C | Control |
| ORFALEA, PAUL, JAMES | I | DIRECTOR | C | Control |
| ORFALEA, PAUL, JAMES | I | SHAREHOLDER | C | Control |
| FIRESTONE, ANDREW, BOULTON | I | SENIOR VICE PRESIDENT | B | |
| FIRESTONE, ANDREW, BOULTON | I | SENIOR VICE PRESIDENT | B | |
| FIRESTONE, ANDREW, BOULTON | I | SENIOR VICE PRESIDENT | A | |
| FIRESTONE, ANDREW, BOULTON | I | DIRECTOR | A | Control |
| FIRESTONE, ANDREW, BOULTON | I | OWNER | A | |
| FIRESTONE, ANDREW, BOULTON | I | DIRECTOR | A | Control |
| FIRESTONE, ANDREW, BOULTON | I | SENIOR VICE PRESIDENT | A | |
| FIRESTONE, ANDREW, BOULTON | I | OWNER | A | |
| FIRESTONE, ANDREW, BOULTON | I | OWNER | A | |
| FIRESTONE, ANDREW, BOULTON | I | DIRECTOR | A | Control |
| FIRESTONE, ANDREW, BOULTON | I | SENIOR VICE PRESIDENT | A | |
| LOWE, RYAN, ATTICUS | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | A | Control |
| LOWE, RYAN, ATTICUS | I | PRINCIPAL & CHIEF INVESTMENT OFFICER | A | Control |
| LOWE, RYAN, ATTICUS | I | CHIEF INVESTMENT OFFICER & DIRECTOR | A | Control |
| LOWE, RYAN, ATTICUS | I | CHIEF INVESTMENT OFFICER & DIRECTOR | A | Control |
| LOWE, RYAN, ATTICUS | I | CHIEF INVESTMENT OFFICER & DIRECTOR | A | Control |
| LOWE, RYAN, ATTICUS | I | CHIEF INVESTMENT OFFICER & DIRECTOR | A | Control |
| LOWE, RYAN, ATTICUS | I | CHIEF INVESTMENT OFFICER & DIRECTOR | A | Control |
Registrations
Federal
IA
Dec 16, 2014 REGISTERED
Notice Filings (14)
AZ CA CO CT KS KY LA MA NJ NY TN TX UT WA
Address
1205 COAST VILLAGE ROADMONTECITO, CA 93108
United States
Phone: 805-653-5333