THE WESTLY GROUP
WESTLY CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for THE WESTLY GROUP last updated from Form ADV on February 8th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | VENTURE CAPITAL SERVICES |
Identifiers
| SEC RIA File Number | 802-76194 |
|---|---|
| SEC ERA File Number | 802-76194 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161882 |
| Legal Entity Identifier | N/A |
Principal Office
2200 SAND HILL ROADSUITE 250
MENLO PARK
CA
United States
Monday - Friday, 8AM-6PM
Tel: 650-275-7420, Fax: 650-362-2338
Websites
Chief Compliance Officer
DAVID COGLIZER
MEMBER/PARTNER
2200 SAND HILL RD
SUITE 250
MENLO PARK
CA
United States
Tel:
650-275-7420
Fax:
650-362-2338
D***@**************M
(Full email address available in API data)
Industry Affiliates
| GREEN COMMUNITIES ASSOCIATES, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WESTLY CAPITAL ASSOCIATES II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WESTLY CAPITAL ASSOCIATES, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GREEN COMMUNITIES FUND, L.P. | Venture Capital Fund | $28.3M | $0.1M | 1 |
| WESTLY CAPITAL PARTNERS AFFILIATES FUND II, L.P. | Venture Capital Fund | $1.7M | $0.0M | 9 |
| WESTLY CAPITAL PARTNERS AFFILIATES FUND, L.P. | Venture Capital Fund | $0.2M | $0.0M | 10 |
| WESTLY CAPITAL PARTNERS FUND II, L.P. | Venture Capital Fund | $20.3M | $0.1M | 69 |
| WESTLY CAPITAL PARTNERS FUND, L.P. | Venture Capital Fund | $0.6M | $0.1M | 43 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DILLABOUGH, GARY | Individual | – | MEMBER | 02/2011 | 25-50% |
| WESTLY, STEVEN, PAUL | Individual | – | MEMBER | 05/2008 | 25-50% |
| Coglizer, David, Coveney | Individual | – | MEMBER | 09/2015 | 25-50% |