LOS ANGELES, CACRD 158959Latest ADV March 30, 2026
Mesa West Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 30, 2026, reports $8.7B in regulatory assets under management, 50 employees, 4 offices, and 10 accounts.
Assets Under Management
$8.7B
Employees
50
Offices
4 offices
Total Clients
10
Primary office
LOS ANGELES, CA
11755 WILSHIRE BLVD, SUITE 2100, LOS ANGELES, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 70.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
70.0%
7
2
Insurance Cos.
30.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.7Bas of March 30, 2026
Discretionary97.2%
$8.4B
97% of total RAUM97.2%
Non-discretionary2.8%
$248M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$8.7B
Total Accounts10
10Y AUM Change+$2.3B (+35.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee0:1
10Y Employee Change+18 (+56.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.