West Coast Financial is a fund manager in Santa Barbara with $1.64 bn assets under management.
Company profile
Website
Employees
Location
Industry
SEC CIK
IRS number
261516464
SEC advisor number
801-19093
FINRA CRD number
104677
AUM ?
$1.52 bn
(as of 23 Mar 23)
Accounts
1,927
(as of 23 Mar 23)
Employees
39
(27 investment advisory or research)
Address
West Coast Financial
1525 STATE STREET
SUITE 104
SANTA BARBARA
CA 93101
1525 STATE STREET
SUITE 104
SANTA BARBARA
CA 93101
Phone
805-962-9131
Ownership
Fund structure | AUM | Fund type |
---|---|---|
West Coast Financial, LLC | $1.64 bn | |
WCF Ozone Fund I, L.P. | $11.29 mm | Real Estate Fund |
WCF Real Estate Fund I, L.P. | $9.26 mm | Real Estate Fund |
WCF Real Estate Fund II, L.P. | $5.05 mm | Real Estate Fund |
WCF Real Estate Fund III, LP | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22