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Profile
Whelan Capital Management (WCM) is an SEC-registered investment advisor focused on finding and managing favorable growth equity opportunities in both the public and private markets. Encinal Capital Group (ECG) is an affiliated investment company to WCM which oversees the Encinal family of funds, as described below. WCM has had a consistent history through multiple market cycles of identifying good investments in growth at a reasonable price. Currently overseeing approximately $50 million in assets under management, WCM and ECG direct the growth portfolio investment activities of qualified high net worth individuals and institutions. WCM invests for its clients through either individual discretionary accounts or as participants in the Encinal family of funds.
WCM (and its dba Watts & Whelan) was founded in 1990 in downtown San Francisco primarily to manage discretionary accounts for high net worth individuals. By 1995, the firm (and its new dba Whelan & Gratny) had expanded its client focus to include institutional accounts and family offices and moved its headquarters to the San Francisco Peninsula. In 1996, WCM and ECG launched the Encinal Fund, a predominantly public growth equity fund. In 1997, ECG launched a second pooled fund, the Encinal Crossover Fund, an opportunity fund targeting a balanced mix of public and private growth equity investments.
In early 2008, ECG launched its most recent fund– Encinal Longevity Growth Fund, LP, a long-biased investment fund targeting small & midcap, ideally local, growth equity opportunities. Encinal Longevity Growth Fund seeks to find unrecognized growth inflection early in emerging sector leading companies. Encinal Longevity Growth Fund is the only ECG fund currently open to new investors.
