AUMdb
WC

Westcliff Capital Management Llc

SEC-registered Investment Adviser CRD 106676 · SEC file 802-132584 ·
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$120M $139M
Mar 29, 2012 Mar 28, 2013

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Private funds (6)

Reported in Form ADV Section 7.B.(1), filing of Apr 2022 · $4.6M combined gross assets

FundTypeDomicileGross assetsOwners
Westcliff Partners, Lp Hedge Fund California $2.8M 55
Westcliff Alternative Energy Fund, Lp Private Equity Fund Delaware $767K 69
Westcliff Fund, Lp Hedge Fund Delaware $470K 16
Master Fund Hedge Fund Cayman Islands $269K 10
Sg Family Llc Hedge Fund California $166K 2
Westcliff Alternative Holdings, Lp Private Equity Fund Delaware $112K 3

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Spencer, Iii, Richard, Selden Sr. Portfolio Manager/Member Aug 1996 (30y) 50% – 75%
Hinz, Mary, Fitzsimmons Member/Chief Compliance Officer Feb 1997 (30y) 5% – 10%
Hurley, Denise, Ruth Coo/Member Jan 2003 (24y) 5% – 10%

Undisclosed: 5% – 40% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (6, $4.6M gross assets)

FundTypeGross assetsMin. investmentOwners
Westcliff Partners, Lp Hedge Fund $2.8M $250K 55
Westcliff Alternative Energy Fund, Lp Private Equity Fund $767K $250K 69
Westcliff Fund, Lp Hedge Fund $470K $250K 16
Master Fund Hedge Fund $269K $250K 10
Sg Family Llc Hedge Fund $166K $250K 2
Westcliff Alternative Holdings, Lp Private Equity Fund $112K $250K 3

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 1.37 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗