RIA Intelligence

WESTEND CAPITAL MANAGEMENT, LLC.

CRD #120545 SEC #801-61128 SAUSALITO, CA (415) 856-0426
SEC Registered Private Funds Disclosures
Total AUM
$348.1M
Discretionary
$348.1M
Employees
4
Clients
10
Accounts
392

AUM Over Time

DateApr 2025
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$348.1M
Discretionary$348.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$174.7M
Discretionary$174.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$99.6M
Discretionary$99.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$99.6M
Discretionary$99.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$99.6M
Discretionary$99.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2018
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$95.3M
Discretionary$95.3M
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$95.3M
Discretionary$95.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$95.3M
Discretionary$95.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$95.3M
Discretionary$95.3M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$80.3M
Discretionary$80.3M
Non-Disc.$0
Employees5
Clients200
DateSep 2017
Total AUM$80.3M
Discretionary$80.3M
Non-Disc.$0
Employees5
Clients200
DateJun 2017
Total AUM$80.3M
Discretionary$80.3M
Non-Disc.$0
Employees5
Clients200
DateMar 2017
Total AUM$76.2M
Discretionary$76.2M
Non-Disc.$0
Employees5
Clients200
DateJan 2017
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees7
Clients200
DateNov 2016
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees7
Clients200
DateAug 2016
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees7
Clients200
DateNov 2014
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees7
Clients200
DateOct 2014
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees5
Clients200
DateFeb 2013
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees5
Clients200
DateAug 2012
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees1
Clients300
DateApr 2011
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--