WESTEND CAPITAL Overview

Westend Capital Management Llc is a hedge fund that manages 118.9 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/05 to 09/30/16. The fund's latest filing disclosed 72MM in positions, representing 60% of the manager's regulatory AUM.

WESTEND CAPITAL StockAlpha

-8.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WESTEND CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FB 6.26% Tech -8.54% -0.47% 0 37%
GOOGL 4.64% Tech -3.47% -0.11% 0 34%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

WESTEND CAPITAL Founders and Key Employees

Name Title In Position Since
Gustave R. Ozag Member, Chief Financial Planning Officer April-2002
George B. Bolton Member, Chief Investment Officer April-2004
George Elliman Member, Chief Financial Officer, Director Of Business Development January-2015
Gabriella Papesh Chief Compliance Officer, Manager Of Operations March-2013

WESTEND CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

WESTEND CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Item 8.A.

WestEnd’s investment objectives and strategies for its Private Funds and Separate Accounts are described in response to Item 4.B. above. The level of risks Separate Account clients can expect to experience may vary based on their selection of one of the three optional investment mandates as also described in response to Item 4.B. Investors in the Private Funds must be knowledgeable that their advisory relationship with WestEnd involves significant risks and is suitable only for investors in the Private Funds who can bear the economic risk of losing the entirety of their assets and who have limited need for liquidity of their assets. There can be no assurance that either the Private Funds or the Separate Accounts will achieve their investment objectives. Each prospective investor in the Private Funds and Separate Account client should carefully review the Firm’s IMAs, offer...
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WESTEND CAPITAL Portfolio Concentration

WESTEND CAPITAL Location

86 GRAHAM STREET, SUITE 100
SAN FRANCISCO, California
UNITED STATES, 94129

WESTEND CAPITAL Contact Information

Phone Number: (415) 856-0426
Fax Number: (415) 856-0431
Website:

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