Mesa West Capital
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Learn more about Mesa West Capital
Overview
Mesa West Capital operates as a financial advisor company that has its headquarters in Los Angeles, California. The firm administers $9.6 billion in assets under management over 10 client accounts, making it one of the biggest firms in the United States by assets under management (AUM). It has an average-sized team, including 27 financial advisors. Mesa West Capital does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments like equities, bonds and options.
Mesa West Capital manages some of the company's accounts on a discretionary basis. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without needing client permission. The firm also oversees five non-discretionary accounts with a total of $338.9 million in assets under management. The company's typical account size is $963.4 million. The typical financial advisor at Mesa West Capital manages fewer than one client account, making it one of the most personalized advisor firms in the country.
Mesa West Capital's central office is at 11755 Wilshire Blvd, Los Angeles, California 90025. Mesa West Capital is allowed to provide services to investors throughout a few states, including California, Illinois, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mesa West Capital by the Numbers
$9.6 billion
51
10
$963.4 million
Fee Structure
Fees for financial management typically are based on which services are provided. However, fee types billed by the company most likely include the following fee structures: asset-based, performance-based or other. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles and insurance companies. Out of its 10 accounts, Mesa West Capital's biggest client group by number of accounts is insurance companies. About 45% of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mesa West Capital does not have any disclosures.
Please visit its Form ADV for more details.
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