# WEST COAST ASSET MANAGEMENT,INC.

WEST COAST ASSET MANAGEMENT,INC. of MONTECITO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111982
- Type: SEC-registered investment adviser
- SEC file number: 801-58232
- Location: 1205 COAST VILLAGE ROAD, MONTECITO, CA, 93108
- Phone: 805-653-5333
- Latest filing: 2015-03-31
- Regulatory AUM: $7.8M
- Discretionary AUM: $7.8M
- Clients: 4
- Accounts: 1

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| HELFERT LANCE WILLIAM | CHIEF COMPLIANCE OFFICER; PRESIDENT & DIRECTOR; PRESIDENT, DIRECTOR (+2 more) | — |
| ORFALEA PAUL JAMES | DIRECTOR; PRINCIPAL & DIRECTOR; SHAREHOLDER | — |
| WARREN JAMES RANEY | DIRECTOR; PRINCIPAL | — |
| SOIRET JACQUES EDWARD | DIRECTOR; PRINCIPAL & DIRECTOR | — |
| LOWE RYAN ATTICUS | ANALYST; CHIEF INVESTMENT OFFICER & DIRECTOR; PRINCIPAL & CHIEF INVESTMENT OFFICER (+3 more) | — |
| SCHUMAN LINDA RAE | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| ITULE DENNIS PAUL | DIRECTOR | — |
| PEREIRA DIANA | CHIEF COMPLIANCE OFFICER | — |
| GILLEM LORI DIANE | CHIEF OPERATIONS OFFICER | — |
| SCHUMAN LINDA R | COMPLIANCE OFFICER | — |
| PEREIRA DIANA LOUISE HADJES | DIRECTOR | — |
| FIRESTONE ANDREW BOULTON | DIRECTOR; OWNER; SENIOR VICE PRESIDENT | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WEST COAST OPPORTUNITY FUND, LLC | Hedge Fund | — | 69 | $7.8M | $1.0M |


## Fund service providers (1)

- administrator: OPUS FUND SERVICES

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111982/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111982/similar
- Related entities: https://search.stillhousedata.com/firm/111982/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111982

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.