Data / Investment advisers / California / Mesa West Capital
Mesa West Capital, Los Angeles, CA: $8.7 billion AUM, SEC registered investment adviser
Mesa West Capital is an SEC registered investment adviser with its main office in Los Angeles, California and reports $8.7 billion in regulatory assets under management in its Form ADV filed May 21, 2026. Its clients include pooled investment vehicles and insurance companies. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 158959
- SEC file number
- 801-72711
- SEC status
- Approved, effective September 19, 2011
- Legal name
- Mesa West Capital, LLC
- Main office
- 11755 Wilshire Blvd Suite 2100, Los Angeles, CA 90025
- Phone
- (310) 806-6300
- Website
- mesawestcapital.com
- Regulatory AUM
- $8,696,225,676 in the Form ADV filed May 21, 2026
- Discretionary AUM
- $8,448,429,655
- Non discretionary AUM
- $247,796,021
- Accounts
- 10
- Employees
- 50, of which 22 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 4: 4 other private funds
- Gross assets of private funds
- $5,572,291,084
- Other offices
- 4
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- May 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $8.45 billion |
| Insurance companies | 3 | $247.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $8.70 billion | March 30, 2026 |
| December 1, 2025 | $7.80 billion | September 24, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Post Advisory Group, LLC | Los Angeles | $13.03 billion | 12 | adviserinfo.sec.gov |
| Everett Harris & Co | Los Angeles | $11.53 billion | Not listed | adviserinfo.sec.gov |
| Camden Asset Management | Los Angeles | $11.17 billion | 14 | adviserinfo.sec.gov |
| Jericho Capital Asset Management L.P. | Los Angeles | $10.11 billion | 7 | adviserinfo.sec.gov |
| Composition Wealth, LLC | Los Angeles | $9.47 billion | Not listed | adviserinfo.sec.gov |
| Icg Advisors, LLC | Los Angeles | $7.92 billion | 11 | adviserinfo.sec.gov |
| Signature Investment Advisors, LLC | Los Angeles | $6.76 billion | Not listed | adviserinfo.sec.gov |
| Shamrock Capital Advisors, LLC | Los Angeles | $6.73 billion | 25 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Mesa West Capital on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.