Westridge Capital Management Inc is a large advisory firm based in Santa Barbara. It manages $1.8 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and New York.
Westridge Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Westridge Capital Management Inc is $1.8 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Westridge Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Lewis Carder has been acting as President since 1 Aug 1983. Lara Anne Luxford joined the executive team most recently as the Chief Compliance Officer.
The principal office where Westridge Capital Management Inc performs its advisory services is located at 222 E Carrillo St., Ste 300, Santa Barbara, CA 93101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-564-3500 or by fax 805-564-2416. The normal business hours are 6:15am to 3:00pm on Monday - Friday.