DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

WESCAP GROUP

WESCAP MANAGEMENT GROUP, INC., CRD 104759

GLENDALE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d51a5b6d-d7e6-83ee-b22e-1816cfc55c08

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2012 to Sep 14, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.01 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $901M
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $181Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,242
Individual clients: 116
High net worth clients: 205
Custody, client assets: $28.0M
SEC number: 801-32095
CRD: 104759
Filings on the tape: 42
First filed: Mar 26, 2012
Latest filed: Sep 14, 2026
Organised: Corporation, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC ANTHONY WEINLEIN	n/a	GLENDALE, CA	38	38	n/a	no
MARK MANNING GLEASON	Chartered Financial Analyst	GLENDALE, CA	15	34	n/a	no
ANDREW MCLEAN EDSTROM	n/a	GLENDALE, CA	13	21	n/a	no
JOEL STEPHEN EDSTROM	Chartered Financial Analyst	GLENDALE, CA	7	38	n/a	no
JEFFREY S. PETERSEN	Certified Financial Planner	GLENDALE, CA	5	11	n/a	no
Ara Gasparian	n/a	GLENDALE, CA	3	11	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HEDGECAP PARTNERS, L. P.	Hedge Fund	$39.0M	Sep 14, 2026	57	Mar 26, 2012	reported	021-87451

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ADAMS, MARGARET, IRENE	Shareholder	C	yes	04/1988	Mar 26, 2012	Feb 23, 2024
EDSTROM, JOEL, STEPHEN	President	C	yes	04/1988	Mar 26, 2012	Feb 23, 2024
WEINLEIN, ERIC, ANTHONY	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	D	yes	04/1988	Mar 26, 2012	Feb 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HEDGECAP PARTNERS, L.P.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$1.1B	$901M	13	13	0	1	n/a
2024	Apr 8, 2025	$985M	$744M	13	13	0	1	n/a
2023	Feb 23, 2024	$920M	$688M	13	13	0	1	$35.7M
2022	Feb 24, 2023	$850M	$651M	13	13	0	1	$36.1M
2021	Mar 3, 2022	$914M	$752M	13	13	0	1	$47.0M
2020	Mar 17, 2021	$802M	$649M	15	15	0	1	$42.4M
2019	Mar 10, 2020	$787M	$626M	13	13	0	1	$48.5M
2018	Mar 13, 2019	$717M	$573M	13	13	0	1	$48.3M
2017	Mar 23, 2018	$866M	$699M	15	15	0	1	$52.0M
2016	Mar 21, 2017	$870M	$709M	16	16	n/a	1	$54.7M
2015	Mar 15, 2016	$902M	$728M	14	14	n/a	1	$56.7M
2014	Mar 9, 2015	$920M	$737M	13	10	n/a	1	$62.2M
2013	Mar 11, 2014	$892M	$717M	13	6	n/a	1	$60.0M
2012	Mar 22, 2013	$766M	$597M	13	6	n/a	1	$56.4M
2011	Mar 26, 2012	$699M	$536M	n/a	n/a	n/a	1	$57.6M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$985M	10.5%	$850M	8.6%	13	13	0	0

Relationships

Advises (1)

→ HEDGECAP PARTNERS, L. P.Private fundHedge Fund, IA
Mar 26, 2012 to presentfactForm ADV

Registered with (11)

← Ara GasparianAdvisorregistration: current employment
Dec 5, 2022 to presentfactForm ADV
← JEFFREY S. PETERSENAdvisorregistration: current employment
Jan 13, 2021 to presentfactForm ADV
← JOEL STEPHEN EDSTROMAdvisorregistration: current employment
May 13, 2019 to presentfactForm ADV
← ANDREW MCLEAN EDSTROMAdvisorregistration: current employment
Jan 17, 2013 to presentfactForm ADV
← MARK MANNING GLEASONAdvisorregistration: current employment
Nov 29, 2010 to presentfactForm ADV
← ERIC ANTHONY WEINLEINAdvisorregistration: current employment
May 4, 1988 to presentfactForm ADV
← MICHAEL James QUINNAdvisorregistration: previous registration
Mar 29, 2017 to Mar 23, 2021factForm ADV
← ALAN MITCHELL GELBAdvisorregistration: previous registration
Nov 17, 2006 to Oct 3, 2018factForm ADV
← Hisela ChinchayAdvisorregistration: previous registration
Aug 4, 2017 to Aug 22, 2018factForm ADV
← DANIEL JONATHAN BECKWITHAdvisorregistration: previous registration
Sep 26, 2016 to Jun 15, 2018factForm ADV
← TODD CURTIS BUTLERAdvisorregistration: previous registration
Nov 9, 2007 to Jan 11, 2017factForm ADV

Controls (3)

← WEINLEIN, ERIC, ANTHONYOwnerCHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 26, 2012 to Feb 23, 2024factForm ADV
← EDSTROM, JOEL, STEPHENOwnerPRESIDENT, ownership code C, individual
Mar 26, 2012 to Feb 23, 2024factForm ADV
← ADAMS, MARGARET, IRENEOwnerSHAREHOLDER, ownership code C, individual
Mar 26, 2012 to Feb 23, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d51a5b6d-d7e6-83ee-b22e-1816cfc55c08
First observed: Mar 26, 2012
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WESCAP GROUP

WESCAP MANAGEMENT GROUP, INC., CRD 104759

GLENDALE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d51a5b6d-d7e6-83ee-b22e-1816cfc55c08

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC ANTHONY WEINLEIN

n/a

GLENDALE, CA

n/a

MARK MANNING GLEASON

Chartered Financial Analyst

GLENDALE, CA

n/a

ANDREW MCLEAN EDSTROM

n/a

GLENDALE, CA

n/a

JOEL STEPHEN EDSTROM

Chartered Financial Analyst

GLENDALE, CA

n/a

JEFFREY S. PETERSEN

Certified Financial Planner

GLENDALE, CA

n/a

Ara Gasparian

n/a

GLENDALE, CA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HEDGECAP PARTNERS, L. P.

Hedge Fund

$39.0M

Sep 14, 2026

Mar 26, 2012

reported

021-87451

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADAMS, MARGARET, IRENE

Shareholder

yes

04/1988

Mar 26, 2012

Feb 23, 2024

EDSTROM, JOEL, STEPHEN

President

yes

04/1988

Mar 26, 2012

Feb 23, 2024

WEINLEIN, ERIC, ANTHONY

CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER

yes

04/1988

Mar 26, 2012

Feb 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HEDGECAP PARTNERS, L.P.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$1.1B

$901M

n/a

2024

Apr 8, 2025

$985M

$744M

n/a

2023

Feb 23, 2024

$920M

$688M

$35.7M

2022

Feb 24, 2023

$850M

$651M

$36.1M

2021

Mar 3, 2022

$914M

$752M

$47.0M

2020

Mar 17, 2021

$802M

$649M

$42.4M

2019

Mar 10, 2020

$787M

$626M

$48.5M

2018

Mar 13, 2019

$717M

$573M

$48.3M

2017

Mar 23, 2018

$866M

$699M

$52.0M

2016

Mar 21, 2017

$870M

$709M

n/a

$54.7M

2015

Mar 15, 2016

$902M

$728M

n/a

$56.7M

2014

Mar 9, 2015

$920M

$737M

n/a

$62.2M

2013

Mar 11, 2014

$892M

$717M

n/a

$60.0M

2012

Mar 22, 2013

$766M

$597M

n/a

$56.4M

2011

Mar 26, 2012

$699M

$536M

n/a

$57.6M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$985M

10.5%

$850M

8.6%