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| Happy Holidays!! thanks for using AUM13F!! |
| Westmount Partners LLC
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| CRD # | 158857 |
| SEC # | 801-72739 |
| CIK # | 0002051491 |
| AUM | $5.2 B (2025-03-28) |
| Employees | 39 (46% Investors, 0% Brokers) |
| Phone | 310-556-2502 |
| Address | 2049 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002051491 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.6 | ||
| Microsoft Corp | 17.7 | ||
| Broadcom Inc | 13.3 | ||
| Nvidia Corp | 11.8 | ||
| CACI International Inc /DE/ | 10.4 | ||
| Amazon Com Inc | 8.7 | ||
| International Business Machines Corp | 5.7 | ||
| Wal Mart Stores Inc | 5.4 | ||
| Illumina Inc | 4.5 | ||
| Alphabet Inc | 4.5 | ||
| Masimo Corp | 4.4 | ||
| Oracle Corp | 4.1 | ||
| Facebook Inc | 4.1 | ||
| Netflix Inc | 4.0 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Korn Ferry International | 3.1 | ||
| Robinhood Markets Inc | 2.7 | ||
| Procter & Gamble Co | 2.7 | ||
| J P Morgan Chase & Co | 2.6 | ||
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| Type | Form D Funds | Date | Sold ($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) | 553 | 0.2 |
| (b) Individuals (high net worth individuals) | 836 | 4.5 |
| (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 | 1 | 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 | 4,595 | 5.2 |
| By Discretionary | ||
| Discretionary | 4,588 | 5.2 |
| Non-Discretionary | 7 | 0.0 |
| Total | 4,595 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 4,595 | 5.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Landau | 17 | ||
| David Goss | 12 | ||
| UOB Capital Partners LLC | 4 | ||
| Robert Berliner | 3 | ||
| Kianwee Seah | 3 | ||
| Chong Kie Cheong | 1 | ||
| Howard Berkenfeld | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002051491] |
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