|
⚲
|
| New West Asset Management LLC
✚
|
|
|---|---|
| CRD # | 335727 |
| SEC # | 801-134329 |
| CIK # | |
| AUM | $12.5 M (2026-03-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 913-209-9796 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 17 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 10.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 12.5 |
| By Discretionary | ||
| Discretionary | 18 | 12.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 12.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 9.5 | |
| Total | 18 | 12.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Principled Advisors Inc
✚
|
0.0 | |
|
Holistic Finance LLC
✚
|
0.0 | |
|
Omega Advisers LLC
✚
|
0.0 | |
|
Honeytree Investment Management Ltd
✚
|
0.0 | |
|
Private Capital Asset Management LLC
✚
|
CT | 0.0 |
|
Keeley-Teton Advisors LLC
✚
|
IL | 0.0 |
|
Fundamental Investment Services LLC
✚
|
0.0 | |
|
Bside Investments LLC
✚
|
0.0 | |
|
Keel Capital AB
✚
|
0.0 | |
|
Portfolio Thinktank
✚
|
0.0 |