West Rim II Ugp, LLC
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
FINTRXOverview
West Rim II Ugp, LLC is a limited liability company organized as an institutional registered investment adviser focused on managing pooled investment vehicles for institutional clients. The firm is registered with the SEC (registered in 2026) and operates as an adviser, sponsor and general partner / managing member of private pooled vehicles rather than as a broad capital allocator. Its client base is institutional, and its fee schedule combines a percentage-of-AUM charge with performance-based fees tied to fund returns. West Rim II is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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