801 WEST CAPITAL MANAGEMENT, LLC
C31
CRD 168417·SEC 801-117086·LAKE OSWEGO, OR
AUM
$515.9M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $410.4M
'21 · $466.1M
'22 · $608.7M
'23 · $555.1M
'25 · $457.6M
'26 · $515.9M
'20'26
$410.4M → $515.9M▲ +26%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
3 advisors → 4 advisors▲ +33%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2021-03-092021-03-09 · 0001104659-21-033748
2020-03-092020-03-09 · 0001104659-20-030679
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
ONE SW COLUMBIA STREETSUITE 525PORTLAND, OR 97258
Business
ONE SW COLUMBIA STREETSUITE 525PORTLAND, OR 97258
Edgar Recent Filings
D/A2021-03-09 · 0001104659-21-033748
D/A2020-03-09 · 0001104659-20-030679
Rdap Nameservers
Ns1.accessabacus.comNs2.accessabacus.comNs3.accessabacus.comNs4.accessabacus.com