The WEST RIM GROUP is a privately held investment adviser that advises $1.66Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. WEST RIM GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 34.64% over the last 5-years.
The Group has been registered with the SEC for 23.49 years and is comprised of 1 filing and 3 relying advisers. They operate out of 2 office locations with their Headquarters at 2801 NORTH THANKSGIVING WAY SUITE 200, LEHI, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 30 employees comprised of 20 investment and 10 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $1.66Bn in assets advised are owned by 22 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.66Bn or 100% of Total Assets.
The Group's top investment strategies include Traditional LBO and Early Stage, representing 76.77% and 23.23% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $18.83mn in assets.
The Group discloses management fees and performance-based fees.
WEST RIM GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.