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WESTMOUNT PARTNERS, LLC

dba WESTMOUNT PARTNERS, LLC · CRD 158857 · Registered Investment Adviser

Custody via related personManages private funds

WESTMOUNT PARTNERS, LLC is a Registered Investment Adviser headquartered in LOS ANGELES, CA. The firm reports $5,938,136,974 in regulatory assets under management across 4,798 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$5,901,651,536
Non-discretionary$36,485,438
Total RAUM$5,938,136,974
Accounts4,798

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 158857. adviserinfo.sec.gov/firm/summary/158857.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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