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| Happy Holidays!! thanks for using AUM13F!! |
| West Branch Capital LLC
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| CRD # | 133813 |
| SEC # | 801-78332 |
| CIK # | 0001738723 |
| AUM | $630.9 M (2025-02-13) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 83388805344132561225 |
| Address | 9 Research Drive Amherst, MA 01002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 34.2 | ||
| Apple Inc | 31.3 | ||
| Microsoft Corp | 27.6 | ||
| Amazon Com Inc | 19.7 | ||
| Alphabet Inc | 15.5 | ||
| Procter & Gamble Co | 10.1 | ||
| J P Morgan Chase & Co | 9.8 | ||
| Oracle Corp | 8.8 | ||
| Broadcom Inc | 8.7 | ||
| Facebook Inc | 8.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 80.2 |
| (b) Individuals (high net worth individuals) | 209 | 524.9 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 19.6 |
| (h) Charitable organizations | 0 | 4.2 |
| (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 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,217 | 630.9 |
| By Discretionary | ||
| Discretionary | 1,213 | 602.0 |
| Non-Discretionary | 4 | 28.9 |
| Total | 1,217 | 630.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.5 | |
| United States Persons | 622.3 | |
| Total | 1,217 | 630.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001738723] |
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