Investment adviser · CRD 104677

WEST COAST FINANCIAL, LLC

Investment adviser filing (IA)

SANTA BARBARA, CA, United States · Form ADV filed Mar 20, 2025

Regulatory AUM: $1.84B
Client accounts: 2,088
Employees: 42
Advisory professionals: 27

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	413	$1,562,198,740	85.0%
Individuals	310	$178,824,783	9.7%
Pooled investment vehicles	5	$41,692,644	2.3%
Charities	Fewer than 5	$20,776,933	1.1%
Corporations & businesses	12	$18,803,323	1.0%
Retirement plans	8	$16,530,090	0.9%

Filing source

Form ADV 1952443 · Mar 20, 2025 · 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

5 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.

WCF REAL ESTATE FUND III, LPReal Estate Fund · Last reported Mar 20, 2025$10.9MGross asset value

Auditor LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP LA JOLLA, California, United States

Custodian INSPIRA FINANCIAL TRUST, LLC OAK BROOK, Illinois, 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

LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496

Fund details & source

Fund ID: 805-3659068902
Reported beneficial owners: 100
Minimum commitment: $50K
Form D file number: 021-506895

Form ADV 1952443 · Mar 20, 2025 · 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.

WCF OZONE FUND I, L.P.Real Estate Fund · Last reported Mar 20, 2025$9.8MGross asset value

Auditor LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP LA JOLLA, California, United States

Custodian INSPIRA FINANCIAL TRUST, LLC OAKBROOK, Illinois, 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

LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496

Fund details & source

Fund ID: 805-2083876002
Reported beneficial owners: 35
Minimum commitment: $50K
Form D file number: 021-333466

Form ADV 1952443 · Mar 20, 2025 · 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.

WCF REAL ESTATE FUND IV, L.P.Real Estate Fund · Last reported Mar 20, 2025$8.23MGross asset value

Auditor LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP LA JOLLA, California, United States

Custodian INSPIRA FINANCIAL TRUST, LLC OAKBROOK, Illinois, 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

LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496

Fund details & source

Fund ID: 805-4172874578
Reported beneficial owners: 72
Minimum commitment: $50K
Form D file number: 021-506897

Form ADV 1952443 · Mar 20, 2025 · 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.

WCF REAL ESTATE FUND II, L.P.Real Estate Fund · Last reported Mar 20, 2025$6.62MGross asset value

Auditor LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP LA JOLLA, California, United States

Custodian INSPIRA FINANCIAL TRUST, LLC OAK BROOK, Illinois, 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

LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496

Fund details & source

Fund ID: 805-8827793677
Reported beneficial owners: 55
Minimum commitment: $50K
Form D file number: 021-506893

Form ADV 1952443 · Mar 20, 2025 · 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.

WCF REAL ESTATE FUND I, L.P.Real Estate Fund · Last reported Mar 20, 2025$6.11MGross asset value

Auditor LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP LA JOLLA, California, United States

Custodian INSPIRA FINANCIAL TRUST, LLC OAK BROOK, Illinois, 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

LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496

Fund details & source

Fund ID: 805-9904756775
Reported beneficial owners: 45
Minimum commitment: $50K
Form D file number: 021-263684

Form ADV 1952443 · Mar 20, 2025 · 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: Mar 20, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

1435 ANACAPA STREET
SANTA BARBARA, CA, 93101, United States

CRD 104677

Filing source

Form ADV 1952443 · Mar 20, 2025 · 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.