Investment adviser · CRD 158959

MESA WEST CAPITAL

Investment adviser filing (IA)

MESA WEST CAPITAL, LLC

LOS ANGELES, CA, United States · Form ADV filed May 21, 2026

Regulatory AUM
$8.7B
Form ADV · Item 5.F
Client accounts
10
Accounts, not individual clients
Employees
50
Reported in this filing
Advisory professionals
22
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles7$8,448,429,65597.2%
Insurance companies3$247,796,0212.8%
Filing source

Form ADV 2107625 · May 21, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

10 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MESA WEST CORE LENDING FUND, L.P.Other Private Fund · Last reported May 21, 2026$3.61BGross asset value

Form D fundraising filings

MESA WEST CORE LENDING FUND, L.P.

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LOS ANGELES, California, United States
Custodian COMPUTERSHARE TRUST COMPANY, N.A. MINNEAPOLIS, Minnesota, United States Related to adviser: No
Custodian U.S. BANK DALLAS, Texas, United States Related to adviser: No
Custodian WELLS FARGO BANK, NATIONAL ASSOCIATION MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

Fund details & source
Fund ID
805-7332596836
Reported beneficial owners
80
Minimum commitment
$5M
Form D file number
021-190123

Form ADV 2107625 · May 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MESA WEST REAL ESTATE INCOME FUND VI LPOther Private Fund · Last reported May 21, 2026$1.09BGross asset value

Form D fundraising filings

Mesa West Real Estate Income Fund VI, L.P.

Fund administrator SS&C LOS ANGELES, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LOS ANGELES, California, United States
Custodian WELLS FARGO BANK, NATIONAL ASSOCIATION SAN FRANCISOC, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

Fund details & source
Fund ID
805-7623421819
Reported beneficial owners
5
Minimum commitment
$5M
Form D file number
021-558362

Form ADV 2107625 · May 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MESA WEST REAL ESTATE INCOME FUND V (PF), L.P.Other Private Fund · Last reported May 21, 2026$840MGross asset value

Form D fundraising filings

Mesa West Real Estate Income Fund V (PF), L.P.

Fund administrator SS&C TECHNOLOGIES, INC. LOS ANGELES, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LOS ANGELES, California, United States
Custodian COMPUTERSHARE TRUST COMPANY, N.A. MINNEAPOLIS, Minnesota, United States Related to adviser: No
Custodian U.S. BANK DALLAS, Texas, United States Related to adviser: No
Custodian WELLS FARGO BANK, NATIONAL ASSOCIATION SAN FRANSCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

Fund details & source
Fund ID
805-3580504231
Reported beneficial owners
2
Minimum commitment
$5M
Form D file number
021-473490

Form ADV 2107625 · May 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MESA WEST REAL ESTATE INCOME FUND III, L.P.Private Equity Fund · Last reported Mar 31, 2015$1.58BGross asset value
Auditor KPMG LOS ANGELES, California, United States
Custodian WELLS FARGO BANK, NATIONAL ASSOCIATION MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3209737038
Reported beneficial owners
44
Minimum commitment
$5M

Form ADV 902844 · Mar 31, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MWC 49, L.P.Real Estate Fund · Last reported Mar 31, 2023$435MGross asset value

Form D fundraising filings

MWC 49, L.P.

Fund administrator SS&C LOS ANGELES, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LOS ANGELES, California, United States
Custodian WELLS FARGO BANK, NATIONAL ASSOCIATION MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

Fund details & source
Fund ID
805-3269173025
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-374078

Form ADV 1715231 · Mar 31, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MESA WEST REAL ESTATE INCOME FUND II, L.P.Private Equity Fund · Last reported Mar 31, 2015$256MGross asset value
Auditor KPMG LOS ANGELES, California, United States
Custodian WELLS FARGO BANK, NATIONAL ASSOCIATION MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8027958665
Reported beneficial owners
24
Minimum commitment
$5M

Form ADV 902844 · Mar 31, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MESA WEST REAL ESTATE INCOME FUND II (PF-1), L.P.Private Equity Fund · Last reported Mar 31, 2015$118MGross asset value
Auditor KPMG LOS ANGELES, California, United States
Custodian WELLS FARGO BANK, NATIONAL ASSOCIATION MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6213807498
Reported beneficial owners
6
Minimum commitment
$5M

Form ADV 902844 · Mar 31, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 21, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

11755 WILSHIRE BLVD, SUITE 2100
LOS ANGELES, CA, 90025, United States

CRD 158959

Filing source

Form ADV 2107625 · May 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.