WESTMOUNT PARTNERS, LLC

other names
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Adviser Profile
As of Date 02/09/2024
Adviser Type - Large advisory firm
Number of Employees 39
of those in investment advisory functions 18 -18.18%
Registration SEC, Approved, 10/19/2011
AUM* 4,259,362,338 19.46%
of that, discretionary 4,215,564,116 39.09%
Private Fund GAV* 125,077
Avg Account Size 909,343 10.89%
% High Net Worth 53.28% 3.62%
SMA’s Yes
Private Funds 1
Contact Info 310 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 3B 2B 2B 1B 987M 494M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$125,077

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