801 WEST CAPITAL MANAGEMENT, LLC
Adviser information for 801 WEST CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $465.3M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $465.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $465.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 17 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-117086 |
|---|---|
| SEC ERA File Number | 801-117086 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 168417 |
| Legal Entity Identifier | None |
Principal Office
310 N STATE STREETSUITE 220
LAKE OSWEGO
OR
United States
Monday - Friday, 8:00 AM- 5:00 PM
Tel: 503-548-1730, Fax: None
Websites
Chief Compliance Officer
JONATHAN MCGOWAN
MANAGING MEMBER
310 N STATE STREET
SUITE 220
LAKE OSWEGO
OR
United States
Tel:
503-548-1730
J*@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 801 WEST CAPITAL FUND, L.P. | Hedge Fund | $206.4M | $5.0M | 69 |
| 801 WEST VALUE OPPORTUNITY FUND, LP | Hedge Fund | $22.8M | $1.5M | 74 |
| GLOBAL ACCESS FUND I, L.P. | Hedge Fund | $82.0M | $0.3M | 83 |
| GLOBAL ACCESS FUND II | Hedge Fund | $105.0M | $0.3M | 86 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCGOWAN, JONATHAN, EDWARD | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 05/2013 | 25-50% |
| KELLY, SCOTT, MICHAEL | Individual | – | MANAGING MEMBER | 05/2013 | 25-50% |
| VONALLMEN, COREY, MATTHEW | Individual | – | OWNER | 01/2016 | 10-25% |