Sepulveda Management's AUM Sees 15% Growth to $351.7M, According to Recent ADV Filing.
In recent SEC disclosures, Sepulveda Management LLC reported key changes in its asset management and executive ranks. The firm, established in May 2016, provides investment advice and management services to funds and separate accounts that invest in publicly-traded companies.
As per the firm's recent Form ADV filing, from March 2022 to April 2023, the firm's total assets under management (AUM) increased by 15.03% from $305.7 million to $351.7 million. During this period, the firm saw a minor decrease in employee count from 9 to 8 but retained its total number of accounts at 3.
Significant changes were also noted in the company's private funds.
TCW Sepulveda Long/Short Equity Fund I LP
TCW Sepulveda Long/Short Equity Master Fund, Ltd.
TCW Sepulveda Focused Value Fund, LP
The firm disclosed on April 24, 2023, the following members of its executive team.
Martin Keith Lane joined as Senior Vice President on December 31, 2022. It also confirmed the continuing role of Vincent Michael Staunton as Senior Vice President, a position he's held since June 30, 2016. Additionally, Jean Ardelle Wedbush's position as a shareholder at Wedbush Capital, which she assumed on January 31, 2020, was also noted