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MESA WEST CAPITAL
Legal name: MESA WEST CAPITAL, LLC
CRD 158959File 801-72711
APPROVED
Custody
Disclosure events
Filing as of May 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.70B
Top 10% of cohort (national)
Discretionary AUM
$8.45B
Non-discretionary $247.8M
Clients
10
10 accounts
Employees
50
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 19, 2011
- Principal office
- 11755 WILSHIRE BLVD, SUITE 2100, LOS ANGELES, CA, 90025
- Phone
- 310-806-6300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.70B
- Discretionary AUM
- $8.45B
- Non-discretionary AUM
- $247.8M
- Discretionary accounts
- 7
- Non-discretionary accounts
- 3
- Total accounts
- 10
- AUM per client
- $869.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 3 | $247.8M |
| Pooled investment vehicles | 7 | $8.45B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ORIGINATION, EXTENSION, AND DISPOSITION FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.