The WESTMOUNT PARTNERS is a privately held investment adviser that advises $5.94Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WESTMOUNT PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 90.41% over the last 5-years.
The Group has been registered with the SEC for 14.79 years and is comprised of 1 filing and 1 relying advisers. They operate out of 2 office locations with their Headquarters at 2049 CENTURY PARK EAST SUITE 2500, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 39 employees comprised of 18 investment and 21 non-investment staff. The total number of Employees increased by 18.18% over the last 5-years.
Their $5.94Bn in assets advised are owned by 7 private funds, 0 public funds and BDCs and 45 other accounts. Assets of High Net Worth Individuals clients own $5.1Bn or 85.86% of Total Assets and Charitable Organizations own $318.36mn or 5.36% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing nan% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
WESTMOUNT PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 7 funds.