RIA Intel›Advisers›California›MESA WEST CAPITAL, LLC

MESA WEST CAPITAL, LLC

Advisory

N·LOS ANGELES, CA

Data as of May 21, 2026 · Source: SEC Form ADV

Total AUM

$8.7B

1-Year AUM Growth

-10.5%

3-Year CAGR

+1.7%

Employees

22

Assets Under Management

Total AUM$8.7B

Discretionary AUM$8.4B

Non-Discretionary AUM$248M

Discretionary %97.2%

Total Clients10

Team

Total Employees22

Investment Advisers50

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record31

First FilingAug 26, 2011

Latest FilingMay 21, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MESA WEST CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.