Investment adviser · CRD 110572

WEST CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

PHILADELPHIA, PA, United States · Form ADV filed Mar 31, 2016

Regulatory AUM
$651M
Form ADV · Item 5.F
Client accounts
1,647
Accounts, not individual clients
Employees
17
Reported in this filing
Advisory professionals
13
Investment advisory functions

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

1818 MARKET STREET, 33RD FLOOR, SUITE 3323
PHILADELPHIA, PA, 19103, United States

CRD 110572

Filing source

Form ADV 982905 · Mar 31, 2016 · 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.