Westbrooke Alternative Asset Management

FUND MANAGER DETAILS
Year Fund Started 2004
Type of Fund Manager Alternative Asset Manager
Regulatory License Number FSP 46750
Total Number of Investments to Date Various
Number of Investment Executives 8
Principal Office Address Westbrooke House, 32 Impala Road, Chislehurston, Gauteng, 2196
Key Contact Person and Designation Dino Zuccollo, Jonti Osher
BEE Ownership None of the above
Company Description Westbrooke Alternative Asset Management was established as a multi-asset, multi-strategy manager of alternative investment funds and products structured to preserve and compound our clients' wealth to cement their future prosperity. Our team is comprised of experienced entrepreneurs and investment professionals who apply a broad range of experience and skills to deliver investment opportunities which offer a simple investable outcome - predictable, sustainable, risk managed, long-term returns for investors in an increasingly complex environment.
Telephone +27 (0) 11 245 0860
E-mail info@waam-sa.com / dino@westbrooke.co.za / jonti@westbrooke.co.za
Website https://westbrooke.co.za/our-funds/
FUND DETAILS
Name of Fund Westbrooke Capital Hospitality Ltd
Stage of Fund Closed
Committed Capital of Fund R418 million
Fund Structure Public non-listed company
Nature of Fund Section 12J Venture Capital Company
Number of Portfolio Companies
INVESTMENT PREFERENCES
Minimum Investment R1 million
Maximum Investment R50 million
Average Current Investment Size R3,3 million
Industry Preference
  • Real Estate / Property
Industry Excluded
  • Financial & Insurance
  • Gambling
  • Military services & Arms
  • Tobacco & Alcohol
Investment Stage Preference
  • Expansion
  • Growth / Development Capital
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken Investment dependent
Geographical Preferences
  • South Africa


FUND DETAILS
Name of Fund Westbrooke Aria
Stage of Fund Closed
Committed Capital of Fund R1 billion
Fund Structure Public non-listed company
Nature of Fund Section 12J Venture Capital Company
Number of Portfolio Companies
INVESTMENT PREFERENCES
Minimum Investment R1 million
Maximum Investment R50 million
Average Current Investment Size R1,1 million
Industry Preference
  • Other Services
Industry Excluded
  • Financial & Insurance
  • Gambling
  • Military services & Arms
  • Mining and mining related
  • Tobacco & Alcohol
Investment Stage Preference
  • Expansion
  • Growth / Development Capital
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken Investment dependent
Geographical Preferences
  • South Africa
FUND DETAILS
Name of Fund Westbrooke Stac
Stage of Fund Closed
Committed Capital of Fund R911 million
Fund Structure Public non-listed company
Nature of Fund Section 12J Venture Capital Company
Number of Portfolio Companies
INVESTMENT PREFERENCES
Minimum Investment R1 million
Maximum Investment R50 million
Average Current Investment Size R900k
Industry Preference
  • Real Estate / Property
Industry Excluded
  • Financial & Insurance
  • Gambling
  • Military services & Arms
  • Mining and mining related
  • Tobacco & Alcohol
Investment Stage Preference
  • Expansion
  • Growth / Development Capital
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken Investment dependent
Geographical Preferences
  • South Africa


FUND DETAILS
Name of Fund Westbrooke Host
Stage of Fund Closed
Committed Capital of Fund R42 million
Fund Structure Public non-listed company
Nature of Fund Section 12J Venture Capital Company
Number of Portfolio Companies
INVESTMENT PREFERENCES
Minimum Investment R1 million
Maximum Investment R50 million
Average Current Investment Size R666k
Industry Preference
  • Real Estate / Property
Industry Excluded
  • Financial & Insurance
  • Gambling
  • Military services & Arms
  • Mining and mining related
  • Tobacco & Alcohol
Investment Stage Preference
  • Expansion
  • Growth / Development Capital
Investment Stage Excluded
Minimum and Maximum Equity Usually Taken Investment dependent
Geographical Preferences
  • South Africa
FUND DETAILS
Name of Fund Westbrooke Income Plus en Commandite Partnership
Stage of Fund Fundraising
Committed Capital of Fund R315 million
Fund Structure en Commandite Partnership
Nature of Fund Open ended en commandite partnership
Number of Portfolio Companies
INVESTMENT PREFERENCES
Minimum Investment R1 million
Maximum Investment N/A
Average Current Investment Size R7 million
Industry Preference
  • Real Estate / Property
  • Financial & Insurance
  • Other Services
Industry Excluded
  • Gambling
  • Military services & Arms
  • Mining and mining related
  • Tobacco & Alcohol
Investment Stage Preference
  • Expansion
  • Growth / Development Capital
Investment Stage Excluded
  • Not specified
Minimum and Maximum Equity Usually Taken Investment dependent
Geographical Preferences
  • South Africa


FUND DETAILS
Name of Fund Westbrooke Dynamic Opportunities - SA
Committed Capital of Fund R96,5 million
Fund Structure Partnership
Nature of Fund Deal dependent
Number of Portfolio Companies
INVESTMENT PREFERENCES
Minimum Investment Deal dependent
Maximum Investment Deal dependent
Average Current Investment Size R1,5 million
Industry Preference
  • General
Industry Excluded
  • Financial & Insurance
  • Gambling
  • Military services & Arms
  • Mining and mining related
  • Tobacco & Alcohol
Investment Stage Preference
  • Not specified
Investment Stage Excluded
  • Not specified
Minimum and Maximum Equity Usually Taken Investment dependent
Geographical Preferences
  • South Africa