WESTSIDE INVESTMENT MANAGEMENT, LLC
CRD #154522 SEC #801-71762 SANTA MONICA, CA 310-315-9400
SEC Registered
Total AUM
$774.2M
Discretionary
$774.2M
Employees
17
Clients
101
Accounts
2,339
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $774.2M | $774.2M | $0 | 17 | 0 |
| Mar 2025 | $774.2M | $774.2M | $0 | 17 | 0 |
| Mar 2025 | $774.2M | $774.2M | $0 | 17 | 0 |
| Mar 2024 | $659.4M | $659.4M | $0 | 15 | 0 |
| Mar 2024 | $659.4M | $659.4M | $0 | 15 | 0 |
| Apr 2023 | $511.5M | $511.5M | $0 | 12 | 0 |
| Apr 2023 | $511.5M | $511.5M | $0 | 12 | 0 |
| Jun 2022 | $520.8M | $520.8M | $0 | 14 | 0 |
| Jun 2022 | $520.8M | $520.8M | $0 | 14 | 0 |
| Apr 2022 | $716.2M | $716.2M | $0 | 8 | 0 |
| Feb 2021 | $716.2M | $716.2M | $0 | 8 | 0 |
| Jun 2020 | $626.9M | $626.9M | $0 | 8 | 0 |
| Jun 2020 | $626.9M | $626.9M | $0 | 8 | 0 |
| Mar 2020 | $626.9M | $626.9M | $0 | 8 | 0 |
| Nov 2019 | $439.2M | $439.2M | $0 | 8 | 0 |
| Mar 2019 | $439.2M | $439.2M | $0 | 8 | 0 |
| Mar 2018 | $427.1M | $427.1M | $0 | 17 | 0 |
| Dec 2017 | $360.2M | $360.2M | $0 | 17 | 0 |
| Sep 2017 | $360.2M | $360.2M | $0 | 17 | 400 |
| Mar 2017 | $360.2M | $360.2M | $0 | 15 | 400 |
| Dec 2016 | $286.2M | $286.2M | $0 | 14 | 400 |
| Apr 2016 | $286.2M | $286.2M | $0 | 15 | 400 |
| Mar 2016 | $286.2M | $286.2M | $0 | 16 | 400 |
| Jun 2015 | $323.9M | $323.9M | $0 | 16 | 500 |
| Feb 2015 | $323.9M | $323.9M | $0 | 7 | 500 |
| Jan 2015 | $250.7M | $250.7M | $0 | 6 | 400 |
| May 2014 | $250.7M | $250.7M | $0 | 6 | 400 |
| Mar 2014 | $250.7M | $250.7M | $0 | 6 | 400 |
| May 2013 | $185M | $185M | $0 | 4 | 300 |
| Jan 2013 | $185M | $185M | $0 | 4 | 300 |
| Mar 2012 | $140M | $140M | $0 | 6 | 300 |
| Dec 2011 | $140M | $140M | $0 | 6 | 300 |
| Dec 2011 | $140M | $140M | $0 | 6 | 300 |
| Apr 2011 | $130M | $130M | $0 | 10 | -- |
| Mar 2011 | $130M | $130M | $0 | 10 | -- |
| Feb 2011 | $130M | $130M | $0 | 10 | -- |
| Dec 2010 | $115M | $115M | $0 | 10 | -- |
| Aug 2010 | $0 | $0 | $0 | 10 | -- |
| Aug 2010 | $0 | $0 | $0 | 10 | -- |
DateApr 2025
Total AUM$774.2M
Discretionary$774.2M
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$774.2M
Discretionary$774.2M
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$774.2M
Discretionary$774.2M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$659.4M
Discretionary$659.4M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$659.4M
Discretionary$659.4M
Non-Disc.$0
Employees15
Clients0
DateApr 2023
Total AUM$511.5M
Discretionary$511.5M
Non-Disc.$0
Employees12
Clients0
DateApr 2023
Total AUM$511.5M
Discretionary$511.5M
Non-Disc.$0
Employees12
Clients0
DateJun 2022
Total AUM$520.8M
Discretionary$520.8M
Non-Disc.$0
Employees14
Clients0
DateJun 2022
Total AUM$520.8M
Discretionary$520.8M
Non-Disc.$0
Employees14
Clients0
DateApr 2022
Total AUM$716.2M
Discretionary$716.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$716.2M
Discretionary$716.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$626.9M
Discretionary$626.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$626.9M
Discretionary$626.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$626.9M
Discretionary$626.9M
Non-Disc.$0
Employees8
Clients0
DateNov 2019
Total AUM$439.2M
Discretionary$439.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$439.2M
Discretionary$439.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$427.1M
Discretionary$427.1M
Non-Disc.$0
Employees17
Clients0
DateDec 2017
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees17
Clients0
DateSep 2017
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees17
Clients400
DateMar 2017
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees15
Clients400
DateDec 2016
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees14
Clients400
DateApr 2016
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees15
Clients400
DateMar 2016
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees16
Clients400
DateJun 2015
Total AUM$323.9M
Discretionary$323.9M
Non-Disc.$0
Employees16
Clients500
DateFeb 2015
Total AUM$323.9M
Discretionary$323.9M
Non-Disc.$0
Employees7
Clients500
DateJan 2015
Total AUM$250.7M
Discretionary$250.7M
Non-Disc.$0
Employees6
Clients400
DateMay 2014
Total AUM$250.7M
Discretionary$250.7M
Non-Disc.$0
Employees6
Clients400
DateMar 2014
Total AUM$250.7M
Discretionary$250.7M
Non-Disc.$0
Employees6
Clients400
DateMay 2013
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees4
Clients300
DateJan 2013
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees4
Clients300
DateMar 2012
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees6
Clients300
DateDec 2011
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees6
Clients300
DateDec 2011
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees6
Clients300
DateApr 2011
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--