|
⚲
|
| Westrock Asset Management LLC
✚
|
|
|---|---|
| CRD # | 174408 |
| SEC # | 801-108284 |
| CIK # | |
| AUM | $119.3 MM (2023-03-28) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 501-320-4867 |
| Address | 4009 N Rodney Parham Road Little Rock, AR 72212 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Westrock Absolute Return Fund LP | [2022-03-31] | 19.9 | 39.9 |
| Other | Westrock Arch Fund LP | [2020-03-27] | 0.0 | 42.8 |
| HF | Westrock Alpha Master Fund LP | [2016-08-12] | 104.4 | 393.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 394.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 394.1 |
| By Discretionary | ||
| Discretionary | 4 | 394.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 394.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.1 | |
| Total | 4 | 394.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 | |
|---|---|---|---|---|
| Scott Ford | 30 | |||
| Mary Smith | 13 | |||
| Westrock Asset Management LLC | 8 | |||
| Charles Carter | 7 | |||
| Joe Ford | 7 | |||
| Samuel Ford | 6 | |||
| Westrock Alpha GP LP | 5 | |||
| Thomas Pledger | 4 | |||
| Westrock Arch GP LLC | 2 | |||
| Westrock Absolute Return GP LLC | 1 | |||
| View All | ||||
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stone Forest Capital LLC
✚
|
NY | 0.1 |
|
Norbury Partners LP
✚
|
CT | 0.1 |
|
HOT Creek Capital LLC
✚
|
WA | 0.1 |
|
Terra Alpha Investments LLC
✚
|
DC | 0.1 |
|
Stillpoint Investments LP
✚
|
NY | 0.1 |
|
Ping Capital Management Inc
✚
|
NY | 0.1 |
|
Lufkin Advisors LLC
✚
|
FL | 0.1 |
|
Courant Investment Management LLC
✚
|
TN | 0.1 |
|
Center Lake Capital Management LLC
✚
|
FL | 0.1 |
|
Jackson Hill Advisors LLC
✚
|
TX | 0.1 |