Westcap Management, LLC

Fee-Only (% of Portfolio)

WestCap Management manages private investment funds, focusing on negotiated acquisitions in privately-owned companies within Financial Technology, Real Estate Technology, Experience Technology, Life Technology, and Infrastructure Technology. WestCap actively engages with portfolio companies to help them grow and become more efficient. WestCap's services are not tailored to individual investor needs.

Assets Under Management$8.8B
Clients56
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

WestCap manages investments through private funds. As compensation for investment management services, WestCap receives an annual management fee from each fund, generally ranging from 1% to 2% of the total capital committed to the fund. This fee may be waived or reduced at WestCap's discretion for certain investors. WestCap's affiliate also receives a performance allocation based on the fund's investment returns.

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Westcap Management, LLC | TrueAdvisor