Westerly Capital Management manages pooled investment vehicles, focusing on small to mid-cap technology and growth sectors. The firm aims for absolute performance through stock selection and risk management. Westerly's investment decisions are guided by each client's investment objectives and guidelines, as outlined in their offering documents.
Assets Under Management$290M
Clients2
AdvisorsN/A
Avg. per Client$140M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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