RIA · CRD 6118SEC-Registered

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Western Financial Corporation

Western Financial Corporation is an SEC-registered investment adviser in San Diego, CA, registered since 2020. The firm manages approximately $309 million in...

Western Financial Corporation

Western Financial Corporation is an SEC-registered investment adviser in San Diego, CA, registered since 2020. The firm manages approximately $309 million in regulatory assets. It has 6 employees and 2 investment advisers.

General information

Firm type

RIA

Year founded

1988

Location

Region

North America

Country

United States

City

San Diego

Corporate office

San Francisco, California, United States

Principals

Herb Sandler

Co-Founder (deceased)

Marion Sandler

Co-Founder (deceased)

Sector focus

Real EstatePrivate CreditHedge FundsInfrastructureEnergy Transition & Renewables

Frequently asked questions

How does Western Financial Corporation source proprietary deal flow?

Western Financial's long history as a direct investor in real estate and credit has built a network of relationships with developers, operators, and financial sponsors. It often sources deals through these partnerships and direct outreach, without relying on a formal intermediary network.

Does Western Financial Corporation participate in fund commitments or only direct deals?

The office has historically preferred direct investments. However, it also allocates to select hedge funds and private credit funds as a limited partner, particularly in strategies that align with its long-term, control-oriented approach.

What investment stages does Western Financial Corporation typically target?

Western Financial focuses on mature, cash-flow-generating assets in real estate and credit, rather than venture or growth-stage equity. It targets direct ownership of income-producing properties and originated or purchased loans.

Profile maintained by 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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