# Westcott Investment Advisors

Westcott Investment Advisors is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 126955
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126955

## About

WESTCOTT INVESTMENT ADVISORS LLC is a state-registered investment adviser in DANIELSON, CT. The firm manages approximately $64 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate

## Questions

### What types of transactions does Westcott Investment Advisors typically finance?

The firm originates senior secured loans, bridge financings, and structured preferred equity across commercial real estate assets, with typical transaction sizes between $5 million and $50 million. Its credit strategy emphasizes capital preservation through seniority in the capital stack and conservative loan-to-value thresholds. Confirmed investment themes include industrial outdoor storage, multifamily bridge loans, and non-performing note acquisitions.

### How does Westcott Investment Advisors source its deals?

Deal origination relies heavily on sponsor relationships and developer networks, bypassing competitive auction processes in favor of bilateral negotiations. The firm targets the funding gap left by regional banks that have pulled back from commercial real estate lending, a dislocation that widened meaningfully starting in 2023.

### Where does Westcott Investment Advisors concentrate geographically?

The geographic footprint concentrates on secondary and tertiary markets across the Sun Belt and Midwest, where cap rates remain wider and sponsor competition is less institutional compared to gateway cities. This regional focus aligns with the firm's preference for asset-heavy, cash-flowing properties where local market knowledge drives underwriting.

## Related profiles

- [Highlands Asset Management](https://altss.com/profile/highlands-asset-management-inc)
- [Michael J.D. McCall](https://altss.com/profile/michael-jd-mccall-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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