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WestCenter Advisors
WestCenter Advisors is a asset manager based in Houston, founded 1999; the Altss profile covers its classification, headquarters, registration, AUM band, and...
WestCenter Advisors
WESTCENTER ADVISORS LTD is an SEC-registered investment adviser in HOUSTON, TX. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1999
Location
Region
North America
Country
United States
City
Houston
Corporate office
Santa Monica, CA, United States
Principals
John W. Rogers Jr.
Founder & Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at WestCenter Advisors?
Founder and CIO John W. Rogers Jr. has led the investment team since the firm's 1999 founding. The senior investment professionals operate in a flat structure with direct portfolio input.
What investment strategies does WestCenter Advisors offer?
WestCenter manages U.S. large-cap value equities, global equities, fixed income, and multi-asset balanced accounts. The firm emphasizes bottom-up fundamental research and a concentrated portfolio.
What types of clients does WestCenter Advisors serve?
The firm serves institutional clients including corporate and public pensions, endowments, foundations, and family offices seeking customized separate accounts or commingled funds.
Does WestCenter Advisors disclose its AUM?
No, the firm does not publicly disclose AUM. Regulatory filings indicate it manages institutional assets but an exact figure is not available.
Where is WestCenter Advisors headquartered?
The firm is based in Santa Monica, California. Additional offices have not been publicly confirmed.
What is WestCenter Advisors' investment philosophy?
The firm follows a value-oriented, long-term approach focused on high-quality companies with durable competitive advantages and attractive valuations. It avoids leverage and short-term trading.
How does WestCenter Advisors source its investments?
The investment team conducts proprietary fundamental research, including company meetings, financial analysis, and industry studies, to identify high-conviction opportunities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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