WESTERLY CAPITAL MANAGEMENT LLC

201 Mission Street, Suite 580
San Francisco, California 94105
Tel: 415-547-9000

About WESTERLY CAPITAL MANAGEMENT LLC

WESTERLY CAPITAL MANAGEMENT LLC, formally registered with the SEC as WESTERLY CAPITAL MANAGEMENT LLC. The firm was established in 07/29/2022. They have over 1 offices throughout the country.

WESTERLY CAPITAL MANAGEMENT LLC is a San Francisco, California based Financial Planning firm with nearly $242,485,946 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140089
SEC#	801-126291
Assets Managed by Firm	$242,485,946
No. of Clients	2
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$242,485,946

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