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WESTCAP MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 301822 · IAPD ↗ · 6466454356

$7.44BRegulatory AUM
15Advisory reps
73Employees
0Clients
n/aPlanning clients
43Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — WESTCAP MANAGEMENT, LLC shrank from 20 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
52
April 2025 — WESTCAP MANAGEMENT, LLC reported RAUM up 39% ($6.35B -> $8.81B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — WESTCAP MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.