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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...
Overview
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
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.
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