The WESTFULLER ADVISORS is a privately held investment adviser that advises $3.37Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WESTFULLER ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 1,794.76% over the last 5-years.
The Group has been registered with the SEC for 8.8 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1185 AVENUE OF THE AMERICAS SUITE 319, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 23 employees comprised of 14 investment and 9 non-investment staff. The total number of Employees increased by 283.33% over the last 5-years.
Their $3.37Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 38 other accounts. Assets of Charitable Organizations clients own $2.99Bn or 88.64% of Total Assets and High Net Worth Individuals own $239.85mn or 7.12% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Charitable Organizations and High Net Worth Individuals.
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 fixed fees and management fees.
WESTFULLER ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.