WEST RIM CAPITAL ASSOCIATES II, L.P.

RIASEC RegisteredEst. 2007
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$75.7M
Accounts
22
Employees
30
Advisory reps
6

Firm details

Headquarters
LEHI, Utah
CRD number
145085
Registered since
October 18, 2007
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

West Rim Capital Associates II, L.P. is a limited partnership that operates as a pooled-vehicle manager focused on private markets. The firm is structured to advise and sponsor private investment vehicles, acting in capacities typical of a general partner and fund sponsor. Its client base is institutional, and its fee model combines a percentage of assets under management with performance-based fees. West Rim’s registered activity centers on portfolio management for pooled investment vehicles rather than retail advisory. Investment activity is concentrated in private equity and venture capital strategies. The firm does report limited public equity exposure, but its primary allocation and operational focus is on managing and sponsoring private funds. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Larry Pierce

    Chief Compliance Officer / Chief Financial OfficerCRD 7257985

Contacts

3 of 5
  • TIM LAYTON

    ManagerCRD 5418595

  • RONALD MIKA

    Managing Director & PartnerCRD 4624235

  • MARK LUDWIG

    PartnerCRD 6224404

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LEHI, UT

UTAH

Location

LEHI, UT

Headquartered in LEHI, UT, in the West of the United States.

Region
West
County
UTAH
Address
2801 N Thanksgiving Way
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth