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March 29, 2015 5:28 AM ET

Capital Markets

Company Overview of West Coast Asset Management, Inc.

Company Overview

West Coast Asset Management, Inc. is an employee owned investment manager. The firm primarily provides its services to individuals, typically high net worth individuals. It also manages accounts of corporations, pension and profit sharing plans, pooled investment vehicles, charitable organizations, institutions, and limited liability companies. The firm manages separate client-focused equity and fixed income portfolios. It also manages hedge funds for its clients. The firm invests in the public equity, fixed income, and alternative investment markets of the United States. For its fixed income investments, it invests in high-grade bonds such as municipal bonds, corporate bonds, treasury bills...

1205 Coast Village Road

Montecito, CA 93108

United States

Founded in 2000





Key Executives for West Coast Asset Management, Inc.

Co-Founder, President, Principal, Director, and Member of Investment Committee
Age: 40
Co-Founder, Principal, Director, and Member of Investment Committee
Chief Investment Officer, Principal, Vice President, and Member of Investment Committee
Age: 34
Chief Financial Officer and Chief Compliance Officer
Chief Operations Officer
Compensation as of Fiscal Year 2014.

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Recent Private Companies Transactions

September 25, 2014
West Coast Asset Management, Managed Equity and Fixed Income Accounts

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