New West Asset Management

Overview

New West Asset Management is structured as an LLC that provides discretionary portfolio management for both individual/family clients and institutional or business clients. The firm is registered with the SEC, with registration recorded in 2025. It charges traditional percentage-of-assets fees and also employs performance-based fee arrangements. Advisory activities listed in regulatory filings focus on portfolio management for individuals, small businesses, and other business or institutional clients. Ownership is reported as a mix of a domestic entity and individual ownership. The firm does not identify itself as an active ESG investor and is not described as a multi-state adviser or pension consultant in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives