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 -44.96%
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

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

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

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