Single Family OfficeRIA · CRD 154522SEC-Registered

Updated:

WESTSIDE INVESTMENT MANAGEMENT, LLC

Westside Investment Management, LLC is an SEC-registered investment adviser in Santa Monica, CA, registered since 2010. The firm manages approximately $889...

WESTSIDE INVESTMENT MANAGEMENT, LLC

Westside Investment Management, LLC is an SEC-registered investment adviser in Santa Monica, CA, registered since 2010. The firm manages approximately $889 million in assets. It has 14 employees and 7 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Who runs investment decisions at Westside Investment Management?

The firm has not publicly named any investment professionals or decision-makers. Its principals remain undisclosed in public records and industry databases. This opacity is consistent with a mandate for extreme privacy. No external sources identify a CEO, CIO, or managing director for the firm.

Is Westside Investment Management structured as a single family office or a multi-family office?

Public information strongly suggests it operates as a single family office, given its limited external footprint and lack of marketed services. The name 'Westside Investment Management, LLC' implies a corporate structure for managing a single family's capital. No evidence of client outreach or multi-family services exists.

Does Westside Investment Management participate in fund commitments or only direct deals?

The firm's investment approach is entirely unconfirmed in public sources. There are no recorded instances of it acting as a limited partner in private equity, venture capital, or hedge funds. Similarly, no direct deals or co-investments have been attributed to it. Its activity in financial markets is not transparent.

Where does the underlying wealth come from?

The origin of wealth managed by Westside Investment Management has not been publicly disclosed. No media reports, regulatory filings, or firm communications identify the principal or family behind the entity. This level of secrecy is typical for ultra-high-net-worth individuals who prioritize anonymity.

What is Westside Investment Management's known posture on co-investments alongside external GPs?

Without any publicly documented involvement in private market transactions, the firm's posture on co-investments is unknown. No co-investment partnerships or separate accounts have been reported. The firm may be entirely passive or direct-capital-only, but no evidence supports either scenario.

Does Westside Investment Management maintain philanthropic structures?

No philanthropic foundations, donor-advised funds, or charitable entities have been publicly linked to Westside Investment Management. The firm's private nature likely extends to any philanthropic activities, which may be conducted through separate unnamed entities. No records indicate a formal charitable arm.

What investment stages does Westside Investment Management typically target?

The firm's stage preference—whether venture, growth, buyout, distressed, or credit—is not documented in any accessible source. Without portfolio company names or announced transactions, it is impossible to infer a typical investment stage. The firm may not participate in traditional private markets at all.

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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