The WESCAP GROUP is a privately held investment adviser that advises $1.12Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WESCAP GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 35.1% over the last 5-years.
The Group has been registered with the SEC for 38.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 330 N. BRAND BLVD SUITE 850, GLENDALE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 13 investment and 0 non-investment staff. The total number of Employees decreased by 13.33% over the last 5-years.
Their $1.12Bn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $1.01Bn or 90.62% of Total Assets and Individuals own $54mn or 4.83% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $39mn in assets.
The Group discloses fixed fees and management fees.
WESCAP GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.