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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
1435 Anacapa Street, Santa Barbara, CA 93101 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
1435 Anacapa Street, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Coast Financial, Llc | Santa Barbara | CA | 06/2016 | 04/2025 |
| Cerity Partners Llc | Santa Barbara | CA | 04/2025 | Present |
1) Business: West Coast Financial, LLC; Investment-related: Yes; Address: Santa Barbara, CA; Nature of Business: Member of West Coast Financial, LLC and the general partner for the WCF Ozone Fund I, LP, WCF Real Estate Fund I, LP, and WCF Real Estate Fund II, LP. West Coast Financial, LLC is the owner of WCF RE Associates III, LLC which is the general partner for WCF Real Estate Fund III, LP. West Coast Financial, LLC is the owner of WCF RE Associates IV, LLC which is the general partner for WCF Real Estate Fund IV, LP. Cerity Partners merged with West Coast Financial, LLC on April 1, 2025, and has agreed that West Coast Financial, LLC will maintain general partners in five private real estate funds that will not be part of Cerity Partners, but will be considered outside business activities. General Partners currently include West Coast Financial, LLC, WCF RE Associates III LLC, and WC RE Associates IV, LLC. Cerity Partners has assumed the role of investment manager for each fund and will carry out the operations for each fund; Position/Title: Member and General Partner; Start Date: 4/1/2025; Number of Hours: 0 per month during or outside of securities trading hours 2) Crane Country Day School; investment-related (Yes); 1795 San Leandro, Santa Barbara, CA 93108; Trustee on the Board of Directors; Treasurer and Chair of Financial Committee; 09/2019; 10 hours devoted during business hours, 10 hours devoted during non-business hours; work with the Business manager and head of the school on the school's finances
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-26 |
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