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| Westbourne Investments Inc
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|---|---|
| CRD # | 37499 |
| SEC # | 801-36800 |
| CIK # | 0000932929, 0001633617 |
| AUM | 276.4 M (2026-03-29) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 703-294-6880 |
| Address | 2121 Eisenhower Avenue Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.0 | ||
| General Electric Co | 7.7 | ||
| Alphabet Inc | 6.7 | ||
| Micron Technology Inc | 6.5 | ||
| GS Acquisition Holdings Corp | 6.1 | ||
| Amazon Com Inc | 6.0 | ||
| Apple Inc | 6.0 | ||
| Microsoft Corp | 5.7 | ||
| Facebook Inc | 5.0 | ||
| SPDR Gold Trust | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 37.1 |
| (b) Individuals (high net worth individuals) | 46 | 214.3 |
| (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 | 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 | 2 | 25.1 |
| (n) Other | 0 | 0.0 |
| Total | 393 | 276.4 |
| By Discretionary | ||
| Discretionary | 393 | 276.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 393 | 276.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 276.4 | |
| Total | 393 | 276.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000932929] | |
| D | [0001633617] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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