{"url":"https://nivawealth.com/firms/801-west-capital-management-168417","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168417","regulatoryAum":515861941,"crd":"168417","history":[{"filedOn":"2021-03-31","regulatoryAum":608724279,"clients":7,"employees":4,"offices":1},{"filedOn":"2022-03-25","regulatoryAum":555103275,"clients":7,"employees":4,"offices":1},{"filedOn":"2023-07-10","regulatoryAum":482160175,"clients":6,"employees":4,"offices":1},{"filedOn":"2024-07-03","regulatoryAum":465293642,"clients":6,"employees":4,"offices":1},{"filedOn":"2025-06-23","regulatoryAum":457609329,"clients":6,"employees":4,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":515861941,"clients":6,"employees":4,"offices":1}],"secFileNumber":"801-117086","legalName":"801 West Capital Management, LLC","displayName":"801 West Capital Management","slug":"801-west-capital-management-168417","website":"https://801westllc.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/168417/29678f92b5e8852e-r1.webp","tone":"light","width":200,"height":200,"sourceUrl":"https://www.801westllc.com/","sourceLabel":"801 West Capital Management, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"310 N State Street, Suite 220","city":"Lake Oswego","state":"OR","stateName":"Oregon","country":"United States","postalCode":"97034"},"tradeNames":[],"registration":{"secApproved":"26 July 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":4,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":515861941,"discretionary":515861941,"discretionaryAccounts":6,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":17,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":515861941}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"801 West Capital Management has custody of $457M in client assets for 5 clients.","otherCustodians":[],"leadership":[{"name":"Jonathan McGowan","title":"Managing Member, Chief Compliance Officer","crd":"5120455"},{"name":"Scott Kelly","title":"Managing Member","crd":"2170826"},{"name":"Corey Vonallmen","title":"Owner","crd":"2317205"}],"ownership":[{"label":"Jonathan McGowan","detail":"Managing member, chief compliance officer in the 25% to 50% ownership band and a control person, since May 2013."},{"label":"Scott Kelly","detail":"Managing member in the 25% to 50% ownership band and a control person, since May 2013."},{"label":"Corey Vonallmen","detail":"Owner in the 10% to 25% ownership band and a control person, since January 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oregon","offices":1,"addresses":[{"street":"310 N State Street, Suite 220","city":"Lake Oswego","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"503-548-1730","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":4},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168417/PDF/168417.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does 801 West Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does 801 West Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does 801 West Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns 801 West Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does 801 West Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact 801 West Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}