Exchange
—
Entity type
operating
Fiscal year end
Dec 31
Headquarters
CA
Research Summary
AI-assisted · Grounded in filings
WESCO FINANCIAL, LLC
WESCO FINANCIAL, LLC quietly anchors a niche in the investment services ecosystem, advising primarily institutional and ultra-high-net-worth clients on structured financial solutions tailored to middle-market operators and capital partners; its core offerings blend credit structuring, liquidity facilitation, and bespoke asset management designed to navigate the shifting tides of industrial and corporate finance sectors classified under a broad SIC grouping that underscores complex capital markets and advisory work. The firm’s activities are framed by ongoing SEC oversight, potential registration requirements, and the need to monitor evolving capital adequacy and disclosure expectations—material risks that demand vigilant compliance and transparency, especially when economic headwinds pressure leveraged sponsors and obligors alike. With no public ticker and limited recent filings disclosed, interested readers can still keep abreast of future disclosures—CIK 105729—by viewing live SEC filings on Earnings Feed.
Recent Filings
- 8-K25.0 KBWESCO FINANCIAL CORPMar 1, 3:30 PM ET·0000950123-10-019231
- 10-K870.3 KBWESCO FINANCIAL CORPMar 1, 3:04 PM ET·0000950123-10-019206
- 45.2 KBWESCO FINANCIAL CORPSep 18, 12:24 PM ET·0001209191-07-053903
- 10-Q204.5 KBWESCO FINANCIAL CORPAug 9, 12:21 PM ET·0000950129-05-007960
- 8-K24.5 KBWESCO FINANCIAL CORPAug 8, 2:29 PM ET·0000950129-05-007860
- 45.2 KBWESCO FINANCIAL CORPAug 5, 12:54 PM ET·0001209191-05-040972
- 8-K10.2 KBWESCO FINANCIAL CORPMar 14, 1:27 PM ET·0000950129-05-002355
- 8-K21.1 KBWESCO FINANCIAL CORPMar 11, 6:42 PM ET·0000950129-05-002310
- 8-K21.0 KBWESCO FINANCIAL CORPNov 8, 12:13 PM ET·0000950129-04-008640
- 8-K21.7 KBWESCO FINANCIAL CORPAug 9, 6:04 AM ET·0000950129-04-005727
Insiders
1Tickers
No tickers on record
Addresses
business
301 EAST COLORADO BLVD SUITE 300
PASADENA, CA, 91101
mailing
301 EAST COLORADO BLVD SUITE 300
PASADENA, CA, 91101-1954
Former Names
- WESCO FINANCIAL CORP2011-06-28