Investment adviser · CRD 104759

WESCAP GROUP

Investment adviser filing (IA)

WESCAP MANAGEMENT GROUP, INC.

GLENDALE, CA, United States · Form ADV filed Sep 14, 2026

Regulatory AUM
$1.09B
Form ADV · Item 5.F
Client accounts
1,242
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
13
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
High-net-worth individuals205$1,014,000,00093.2%
Individuals116$54,000,0005.0%
CharitiesFewer than 5$12,000,0001.1%
Pooled investment vehicles8$8,000,0000.7%
Filing source

Form ADV 2132577 · Sep 14, 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

1 Private fund

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

HEDGECAP PARTNERS, L. P.Hedge Fund · Last reported Sep 14, 2026$39MGross asset value
Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States
Custodian BANK OF AMERICA NT & SA SAN FRANCISCO, California, 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

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

Fund details & source
Fund ID
805-4945886001
Reported beneficial owners
53
Minimum commitment
$500K
Form D file number
021-87451

Form ADV 2132577 · Sep 14, 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.

Services & filing details

Most recent filing: Sep 14, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

330 N. BRAND BLVD, SUITE 850
GLENDALE, CA, 91203, United States

CRD 104759

Filing source

Form ADV 2132577 · Sep 14, 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.