Westcliff Capital Management LLC

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

N/A

Avg. Portfolio per Client

N/A

Avg. Managed per Advisor

N/A

Compensation

N/A

About This Firm

Westcliff Capital Management provides investment advice to private investment funds and separate accounts, generally owned by institutions, professional investors, or large companies. Westcliff manages accounts in two categories: those that invest in publicly traded securities and those that pursue venture-style investing in energy-related companies. The firm's investment strategies involve analyzing company fundamentals and identifying opportunities for profit based on earnings surprises and market trends.

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

This is the fee for separate accounts. The management fee for private investment funds is generally 1.5% per year (or 2% per year for certain partnerships).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

CA, United States

0 Advisors at this firm

No advisors found for this firm.
Westcliff Capital Management LLC | TrueAdvisor