| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wcf Real Estate Fund III, LP | Real Estate | $10.9M | $50K |
| Wcf Ozone Fund I, L.P. | Real Estate | $9.8M | $50K |
| Wcf Real Estate Fund IV, L.P. | Real Estate | $8.2M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Clayton Thomas Murdy Control | Chief Compliance Officer, Member And Trustee Of Crls Living Trust | 10-25% | 2019 |
| Crls Living Trust | Member | 10-25% | 2016 |
| Jackson Paul Rabuck | Member | 5-10% | 2020 |
West Coast Financial, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
West Coast Financial, LLC manages 5 private funds with combined gross assets of $41.7 million.
West Coast Financial, LLC reports 42 employees.
West Coast Financial, LLC is based in Santa Barbara, CA.
West Coast Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1435 Anacapa Street, Santa Barbara, CA 93101 |
| Office hours | M - Th 8:30 a.m. - 5:00 p.m., F 8:30 a.m. - 3 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $1.83B |
| Non-discretionary | $5.7M |
| Total (RAUM) | $1.84B |