Hedge Fund - West Coast Asset Management

Lance Helfert And Paul Orfalea Bio, Returns, AUM, Net Worth

Managed by the duo of Lance Helfert and Paul Orfalea, West Coast Asset Management is--as its name implies--located in Santa Barbara, California. According to the fund itself, West Coast sports a "unique entrepreneurial style [that] brings a business owner’s sense of focus, opportunity and involvement to the art of investing." Lance Helfert and Paul Orfalea's operation also prides itself on various green initiatives, including a Platinum LEED-certified headquarters.

Lance Helfert And Paul Orfalea
Fund Profile
Filing Period:
Fund Name: West Coast Asset Management
Manager Lance Helfert And Paul Orfalea
Portfolio Value $0
Change This QTR 0.00%
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) Activity % Port History
1. YUM 0 $0 0%
2. WFC 0 $0 0%
3. VMW 0 $0 0%
4. VZ 0 $0 0%
5. VWO 0 $0 0%
News, Interviews and Investor Letters