801 West Capital Management provides portfolio management for pooled vehicles. The firm advises 4 private funds.
801 West Capital Management reports 6 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($516M across 6 accounts) are managed with discretion. Of its clients, 17% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $516M | 100.0% | $86M |
| Total | 6 | $516M | 100% | $86M |
- Clients
- 6
- Regulatory AUM
- $516M
- AUM share
- 100.0%
- Avg. per client
- $86M
Total
- Clients
- 6
- Regulatory AUM
- $516M
- AUM share
- 100%
- Avg. per client
- $86M
- Clients outside the U.S.
- 17%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 4
801 West Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Jonathan McGowan owns 25% to 50% of 801 West Capital Management. The leadership team of 801 West Capital Management includes Chief Compliance Officer Jonathan McGowan. It has 4 employees.
Leadership
- Jonathan McGowanManaging Member, Chief Compliance Officer
- Scott KellyManaging Member
- Corey VonallmenOwner
Staff
- 4 employees
- 4 in advisory functions
- Owns 25% to 50% of 801 West Capital Management, LLC
Jonathan McGowan
Control person · since May 2013
- Owns 25% to 50% of 801 West Capital Management, LLC
Scott Kelly
Control person · since May 2013
- Owns 10% to 25% of 801 West Capital Management, LLC
Corey Vonallmen
Control person · since January 2016
801 West Capital Management’s regulatory assets fell from $609M (March 2021) to $516M (March 2026); clients fell from 7 to 6 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $516M | 6 | 4 | 1 |
| June 2025 | $458M | 6 | 4 | 1 |
| July 2024 | $465M | 6 | 4 | 1 |
| July 2023 | $482M | 6 | 4 | 1 |
| March 2022 | $555M | 7 | 4 | 1 |
| March 2021 | $609M | 7 | 4 | 1 |
Besides its headquarters, 801 West Capital Management has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 310 N State Street, Suite 220, Lake OswegoHQ
Contact and registration details
- Legal name
- 801 West Capital Management, LLC
- Headquarters
- 310 N State Street, Suite 220, Lake Oswego, OR 97034
- Website
- 801westllc.com
- Phone
- 503-548-1730
- SEC file
- 801-117086
- Structure
- Delaware LLC
- Fiscal year end
- December
801 West Capital Management has custody of $457M in client assets for 5 clients.
How many clients does 801 West Capital Management have?
801 West Capital Management has 6 clients and manages $516 million for them, as of March 2026. They include 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does 801 West Capital Management offer?
801 West Capital Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does 801 West Capital Management have?
801 West Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns 801 West Capital Management?
801 West Capital Management’s direct owners are Jonathan McGowan, Scott Kelly and Corey Vonallmen, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does 801 West Capital Management get paid?
801 West Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact 801 West Capital Management?
801 West Capital Management’s main office is at 310 N State Street, Suite 220, Lake Oswego, OR 97034. Its phone number is 503-548-1730. Its website is 801westllc.com.