|
⚲
|
| Westmount Partners LLC
✚
|
|
|---|---|
| CRD # | 158857 |
| SEC # | 801-72739 |
| CIK # | 0002051491 |
| AUM | $5.9 B (2026-05-15) |
| Employees | 39 (46% Investors, 0% Brokers) |
| Phone | 310-556-2502 |
| Address | 2049 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 53.5 | ||
| Nvidia Corp | 18.9 | ||
| Broadcom Inc | 18.4 | ||
| Microsoft Corp | 14.4 | ||
| Amazon Com Inc | 11.8 | ||
| Alphabet Inc | 11.0 | ||
| CACI International Inc /DE/ | 9.0 | ||
| Wal Mart Stores Inc | 6.5 | ||
| Alphabet Inc | 5.8 | ||
| International Business Machines Corp | 5.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Asean China Investment Fund II LP | [2012-03-23] | 0.3 | 149.0 |
| PE | Asean China Investment Fund I LP | [2012-03-23] | 12.1 | |
| Other | Westmount Capital Partners LP | 2012-03-23 | 0.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 571 | 0.3 |
| (b) Individuals (high net worth individuals) | 847 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.1 |
| (h) Charitable organizations | 23 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,798 | 5.9 |
| By Discretionary | ||
| Discretionary | 4,791 | 5.9 |
| Non-Discretionary | 7 | 0.0 |
| Total | 4,798 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.9 | |
| Total | 4,798 | 5.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Landau | 17 | 4 | ||
| David Goss | 12 | 4 | ||
| UOB Capital Partners LLC | 4 | 3 | ||
| Robert Berliner | 3 | 3 | ||
| Kianwee Seah | 3 | 3 | ||
| Chong Kie Cheong | 1 | 1 | ||
| Howard Berkenfeld | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002051491] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northside Capital Management LLC
✚
|
OR | 6.9 |
|
Imperial Fund Asset Management LLC
✚
|
FL | 6.8 |
|
Vulcan Value Partners LLC
✚
|
AL | 6.1 |
|
Mayflower Financial Advisors LLC
✚
|
MA | 5.8 |
|
Balentine LLC
✚
|
GA | 5.5 |
|
Insigneo Advisory Services LLC
✚
|
FL | 5.2 |
|
Klingenstein Fields & Co LP
✚
|
NY | 4.7 |
|
Johnson Financial Group LLC
✚
|
CO | 4.5 |
|
SYON Capital LLC
✚
|
CA | 4.4 |
|
IWP Wealth Management LLC
✚
|
CO | 4.3 |