RIA Intelligence

WESTLY CAPITAL MANAGEMENT, LLC

Legal name: THE WESTLY GROUP

CRD #161882 SEC #802-76194 MENLO PARK, CA 650-275-7420
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--

Firm Details

Organization Type
--
State of Formation
--
Fiscal Year End
--
Registration Date
--
Latest Filing
Mar 24, 2025
Branch Offices
0
LEI
N/A

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WESTLY, STEVEN, PAULIMEMBERD Control
Coglizer, David, CoveneyIMEMBERC Control
Coglizer, David, CoveneyIMEMBERC Control
Coglizer, David, CoveneyIMEMBERC Control
Coglizer, David, CoveneyIMEMBERC Control
Coglizer, David, CoveneyIMEMBERC Control
Coglizer, David, CoveneyIMEMBERC Control
Coglizer, David, CoveneyIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DILLABOUGH, GARYIMEMBERC Control
DORSEY, MICHAEL, CHESTERIMEMBERC Control
DORSEY, MICHAEL, CHESTERIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
WESTLY, STEVEN, PAULIMEMBERC Control
Coglizer, David, CoveneyIMEMBERA Control
Coglizer, David, CoveneyIMEMBERA Control
Coglizer, David, CoveneyIMEMBERA Control
DORSEY, MICHAEL, CHESTERIFORMER MEMBERA
Jackson, Michael, PatrickIMEMBERA Control
Jackson, Michael, PatrickIMEMBERA Control
Jackson, Michael, PatrickIMEMBERA Control
Jackson, Michael, PatrickIFORMER MEMBERA

Registrations

Federal

ERA
Mar 24, 2025 REGISTERED

Address

2200 SAND HILL ROAD
SUITE 250
MENLO PARK, CA 94025
United States
Phone: 650-275-7420