WEST COAST FINANCIAL, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 104677). Regulatory assets under management: $1.8B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos.
| Name | Role | Location |
|---|---|---|
| Clayton Thomas Murdy | CHIEF COMPLIANCE OFFICER, MEMBER AND TRUSTEE OF CRLS LIVING TRUST (7/2016) | — |
| Steven A Weintraub | MANAGING MEMBER, TRUSTEE OF WEINTRAUB REVOCABLE LIVING TRUST | — |
| Jennifer Elaine Shinn | DIRECTOR OF OPERATIONS | — |
| Kristen Elizabeth Koch | MEMBER, TRUSTEE OF KRISTEN KOCH REVOCABLE TRUST | — |
| Joseph Eugene Ferreira | MEMBER | — |
| Patrick Dane Corrigan | MEMBER | — |
| Jackson Paul Rabuck | MEMBER | — |
| Jeremy Michael Runnels | MEMBER, TRUSTEE OF RUNNELS FAMILY TRUST | — |
| YOSSEM EUEGENE DAVID | CLASS A & B MEMBER; CLASS B MEMBER; MANAGING MEMBER (+5 more) | — |
| LLOYD BRIAN DENNIS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER; CLASS B & C MEMBER (+4 more) | — |
| WEINTRAUB STEVEN A | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER; MANAGING MEMBER, CLASS A & B MEMBER; MANAGING MEMBER, CLASS A & B MEMBER, AND CHIEF INVESTMENT OFFICER (+4 more) | — |
| RITTER AARON DAVID | CLASS B MEMBER | — |
| GORE DAVID CHARLES | CLASS B & C MEMBER; CLASS B MEMBER; MEMBER, TRUSTEE OF GORE FAMILY TRUST | — |
| VAN DEN BERGH MEGAN KENDALL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CLASS C MEMBER | — |
| KOCH AMY ELIZABETH | MEMBER, TRUSTEE OF KRISTEN KOCH REVOCABLE TRUST | — |
| SHINN JENNIFER ELAINE | DIRECTOR OF OPERATIONS | — |
| MURDY CLAYTON THOMAS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MEMBER AND TRUSTEE OF CRLS LIVING TRUST (7/2016) | — |
| FERREIRA JOSEPH EUGENE | MEMBER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WCF REAL ESTATE FUND III, LP | Real Estate Fund | California | 100 | $10.9M | $50K |
| WCF OZONE FUND I, L.P. | Real Estate Fund | California | 35 | $9.8M | $50K |
| WCF REAL ESTATE FUND IV, L.P. | Real Estate Fund | California | 72 | $8.2M | $50K |
| WCF REAL ESTATE FUND II, L.P. | Real Estate Fund | California | 55 | $6.6M | $50K |
| WCF REAL ESTATE FUND I, L.P. | Real Estate Fund | California | 45 | $6.1M | $50K |
| City | State | Employees | Phone |
|---|---|---|---|
| AVILA BEACH | CA | 5 | 805-627-1600 |
| AVILA BEACH | CA | 5 | 805-627-1600 |
| SAN DIEGO | CA | 3 | 858-333-6133 |
| SAN DIEGO | CA | 3 | 858-333-6133 |
| SONOMA | CA | 2 | (510) 925-1668 |
| SONOMA | CA | 2 | (510) 925-1668 |