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- Custodian
- Charles Schwab & Company · Equity Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-10-2002
- Office Locations
- 3
Office Locations
About Westend Capital Management, Llc.
WestEnd Capital Management is an active investment manager serving retail and institutional clients, focused on owning companies where earnings growth is accelerating and pursuing alpha and absolute returns rather than index-like exposure. Portfolios are built from the team’s highest-conviction ideas and can deviate meaningfully from benchmark size, style, and sector profiles. Clients have direct access to portfolio managers and receive at least monthly updates.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GUSTAVE ROBERT OZAG
--
- CRD
- #1142854
- Ownership
- 25% but less than 50%
GEORGE ELLIMAN
Chief Compliance Officer, Chief Financial Officer, DIRECTOR OF BUSINESS DEVELOPMENT, Financial Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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JACEY BRIANNE WEST
Client Services Manager
- CRD
- #6877243
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $431,551,953 | $922,120 |
| Non-Discretionary | $4,670,762 | $2,335,381 |
| Total | $436,222,715 | $928,133 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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