West Rim II Ugp, LLC

RIASEC RegisteredEst. 2026
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$76.9M
Accounts
23
Employees
30
Advisory reps
5

Firm details

Headquarters
Lehi, Utah
CRD number
339904
Registered since
August 14, 2026
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 II Ugp, LLC operates as a sponsor and manager of pooled private investment vehicles, serving institutional clients. The firm appears structured around private fund management rather than providing retail advisory services; its owner is listed as an individual and it functions in roles such as general partner and managing member of pooled vehicles. Compensation for its services is a combination of asset-based fees and performance-linked fees, which aligns with typical private equity and venture capital economics. The firm does not identify as an active ESG investor, is not multi-state registered, and does not present itself as a pension consultant or capital allocator. Industry affiliations indicate activity as an investment adviser/sponsor and active participation in fund governance and operations, rather than solely as an external allocator or advisory-only manager.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Larry Pierce

    Chief Compliance Officer / Chief Financial OfficerCRD 7257985

Contacts

3 of 4
  • Kenneth Elefant

    Limited PartnerCRD 1971663

  • Robert Rueckert

    CRD 7265362

  • Burke Davis

    CRD 6066531

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth