Welcome to 15 Equity
Steadfast in our fundamental principles of keeping investing uncomplicated, sophisticated, and customized for you.
Focused on You
The story of 15 Equity’s origin starts in the year 2000, in Santa Barbara, California. We saw a need for a firm that provided simple, yet sophisticated wealth management services based on the art, science, and the entrepreneurial spirit of investing.
We created a firm that was originally named West Coast Asset Management, Inc, or WCAM for short. At the time, WCAM, headed by Co-Founder Lance Helfert, was an independent investment adviser that followed our core principles and provided equity, fixed income, and alternative asset management services to high-net worth individuals, institutions, and charitable foundations.
Atticus Lowe, CFA® joined WCAM in 2002 as firm’s Chief Investment Officer and over the next 12 years WCAM built its equity, fixed income, and alternative asset business to nearly $500 million.
In 2014, WCAM divested its alternative asset business and joined Lucia Capital Group (LCG) running a separate division called the WCAM Private Client Group focusing on serving private client relationships and managing equity and fixed income strategies for LCG’s financial advisors and their clients across the country.
In 2020, LCG restructured their business model and together with the principals of LCG, we decided to spin-off into an entirely new Registered Investment Adviser firm focusing on serving our private clients and delivering separately managed account solutions to independent investment advisers.
Naturally with any transition, we had the opportunity to rebrand and start anew. Going back to our roots and what we do best, our strategies; we keep it simple, yet sophisticated, employing the art and science of capital appreciation while focusing our strategies of approximately 15 equity positions. We seek to invest in resilient businesses with high recurring revenue, strong balance sheets, and where we have a deep understanding of their business model as if it was our own business.
Our new name, 15 Equity encapsulates our high conviction approach of owning approximately 15 equity positions and entrepreneurial spirit is how we strive to deliver meaningful results for our clients.
Management Team
Entrepreneurial investors with traits common to artists and scientists: keen observation, active imagination, courage to experiment and openness to change.
