West Family Investments, Inc.

Family office in Carlsbad, California that relies on the SEC family office exemption and takes activist-style positions in listed companies, per its Schedule 13D filings.

Type: Single family office
Location: Carlsbad, California, United States
Sectors: Public equities
Fund size / AUM: $345M 13F holdings (Q2 2026)
Latest fund or filing: 10 Aug 2026

Contacts on file

For West Family Investments, Inc., the paid file holds: 1 named decision-maker with roles.

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Sources

www.sec.gov/Archives/edgar/data/1854964/000110465921108534/tm2125668-1_sc13d.htm
www.sec.gov/Archives/edgar/data/1568303/000156830326000007/
www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1568303&type=13F-HR
www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1568303

Last checked 5 Nov 2026. Is something wrong? Tell us.

Appears in 5 lists

Family offices in California (56)Family offices that invest in public equities (274)Single family offices in the United States (288)Family offices in the United States (481)Single family offices (488)