Westend Capital Management, LLC
Westend Capital Management, LLC is an investment adviser headquartered in Sausalito, California, United States. The firm is registered with the SEC and operates as an asset management company. With a focus on serving institutional and high-net-worth clients, the company manages portfolios and provides investment advisory services, leveraging its expertise in various public markets. Founded in California, the firm has maintained a steady presence in the asset management field, but current public employee count information is unavailable.
Investment Strategy
Westend Capital Management, LLC primarily follows a traditional asset management approach, investing in publicly traded equities across a wide array of sectors. The firm utilizes fundamental research and disciplined portfolio construction to generate long-term capital appreciation for its clients. Their strategy is focused on risk-adjusted returns and is tailored to suit the preferences and goals of institutional and high-net-worth investors. Precise strategy details are not publicly disclosed, but filings indicate a diversified equity investment approach intended for a variety of managed accounts.
Top Holdings
Equity Positions (249)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BA | BOEING CO COM | 9.01% | $30.9M | 143,294 | $178.22 | $215.83 | +$3.3M |
B BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 6.50% | $22.3M | 124,756 | $178.67 | $178.73 | +$22.3M |
G GE | GE AEROSPACE COM NEW | 6.10% | $20.9M | 69,609 | $171.54 | $300.82 | +$3.3M |
A AAPL | APPLE INC | 5.79% | $19.9M | 78,061 | $253.69 | $254.63 | +$19.5M |
P PLTR | PALANTIR TECHNOLOGIES INC CL A | 5.53% | $19.0M | 104,131 | $136.29 | $182.42 | +$5.0M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | CFO + CCO + Principal | Austin, TX , United States |