CAPITAL WEST PARTNERS, LLC
CRD #130762 SEC #801-62859 TUCSON, AZ 520-296-9803
SEC Registered
Total AUM
$275.2M
Discretionary
$240.6M
Employees
3
Clients
10
Accounts
166
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $275.2M | $240.6M | $34.7M | 3 | 166 |
| Jan 2024 | $251.6M | $208.7M | $42.9M | 3 | 177 |
| Oct 2023 | $223.5M | $190M | $33.5M | 3 | 0 |
| Jan 2023 | $223.5M | $190M | $33.5M | 3 | 0 |
| Nov 2022 | $206.3M | $170.3M | $36M | 3 | 0 |
| Jan 2022 | $206.3M | $170.3M | $36M | 3 | 0 |
| Jan 2021 | $163.7M | $122M | $41.6M | 3 | 0 |
| Jun 2020 | $165.2M | $120.1M | $45.1M | 3 | 0 |
| Apr 2020 | $165.2M | $120.1M | $45.1M | 3 | 0 |
| Jan 2020 | $165.2M | $120.1M | $45.1M | 3 | 0 |
| Jan 2019 | $140M | $94M | $46M | 3 | 0 |
| Aug 2018 | $150.3M | $102.8M | $47.5M | 3 | 0 |
| Jan 2018 | $150.3M | $102.8M | $47.5M | 3 | 0 |
| Aug 2017 | $148M | $108.9M | $39.1M | 3 | 200 |
| Jan 2017 | $148M | $108.9M | $39.1M | 3 | 200 |
| Jan 2017 | $148M | $108.9M | $39.1M | 3 | 200 |
| Feb 2016 | $130M | $45M | $85M | 3 | 200 |
| Dec 2015 | $127.3M | $123.1M | $4.2M | 3 | 547 |
| Mar 2015 | $127.3M | $123.1M | $4.2M | 3 | 547 |
| Jan 2014 | $138.1M | $126.4M | $11.7M | 3 | 524 |
| Jan 2013 | $131.4M | $118.7M | $12.7M | 3 | 472 |
| May 2012 | $123M | $113.1M | $9.9M | 1 | 300 |
| Jan 2012 | $123M | $113.1M | $9.9M | 1 | 300 |
| Apr 2011 | $123.7M | $109.6M | $14.1M | 5 | -- |
| Apr 2011 | $123.7M | $109.6M | $14.1M | 5 | -- |
| Jan 2011 | $123.7M | $109.6M | $14.1M | 5 | -- |
| Jan 2011 | $89.4M | $78M | $11.4M | 5 | -- |
| Jan 2011 | $89.4M | $78M | $11.4M | 5 | -- |
| Oct 2010 | $89.4M | $78M | $11.4M | 5 | -- |
| Jan 2008 | $90.5M | $83.7M | $6.8M | 5 | -- |
| Feb 2007 | $71.9M | $65.7M | $6.2M | 5 | -- |
| Nov 2006 | $55.4M | $49.7M | $5.7M | 5 | -- |
| Jan 2006 | $55.4M | $49.7M | $5.7M | 5 | -- |
| Nov 2005 | $28.6M | $22.6M | $6.1M | 5 | -- |
| Feb 2005 | $28.6M | $22.6M | $6.1M | 5 | -- |
| Jan 2005 | $28.6M | $22.6M | $6.1M | 5 | -- |
| Jul 2004 | $25.3M | $21.5M | $3.8M | 5 | -- |
DateJan 2025
Total AUM$275.2M
Discretionary$240.6M
Non-Disc.$34.7M
Employees3
Clients166
DateJan 2024
Total AUM$251.6M
Discretionary$208.7M
Non-Disc.$42.9M
Employees3
Clients177
DateOct 2023
Total AUM$223.5M
Discretionary$190M
Non-Disc.$33.5M
Employees3
Clients0
DateJan 2023
Total AUM$223.5M
Discretionary$190M
Non-Disc.$33.5M
Employees3
Clients0
DateNov 2022
Total AUM$206.3M
Discretionary$170.3M
Non-Disc.$36M
Employees3
Clients0
DateJan 2022
Total AUM$206.3M
Discretionary$170.3M
Non-Disc.$36M
Employees3
Clients0
DateJan 2021
Total AUM$163.7M
Discretionary$122M
Non-Disc.$41.6M
Employees3
Clients0
DateJun 2020
Total AUM$165.2M
Discretionary$120.1M
Non-Disc.$45.1M
Employees3
Clients0
DateApr 2020
Total AUM$165.2M
Discretionary$120.1M
Non-Disc.$45.1M
Employees3
Clients0
DateJan 2020
Total AUM$165.2M
Discretionary$120.1M
Non-Disc.$45.1M
Employees3
Clients0
DateJan 2019
Total AUM$140M
Discretionary$94M
Non-Disc.$46M
Employees3
Clients0
DateAug 2018
Total AUM$150.3M
Discretionary$102.8M
Non-Disc.$47.5M
Employees3
Clients0
DateJan 2018
Total AUM$150.3M
Discretionary$102.8M
Non-Disc.$47.5M
Employees3
Clients0
DateAug 2017
Total AUM$148M
Discretionary$108.9M
Non-Disc.$39.1M
Employees3
Clients200
DateJan 2017
Total AUM$148M
Discretionary$108.9M
Non-Disc.$39.1M
Employees3
Clients200
DateJan 2017
Total AUM$148M
Discretionary$108.9M
Non-Disc.$39.1M
Employees3
Clients200
DateFeb 2016
Total AUM$130M
Discretionary$45M
Non-Disc.$85M
Employees3
Clients200
DateDec 2015
Total AUM$127.3M
Discretionary$123.1M
Non-Disc.$4.2M
Employees3
Clients547
DateMar 2015
Total AUM$127.3M
Discretionary$123.1M
Non-Disc.$4.2M
Employees3
Clients547
DateJan 2014
Total AUM$138.1M
Discretionary$126.4M
Non-Disc.$11.7M
Employees3
Clients524
DateJan 2013
Total AUM$131.4M
Discretionary$118.7M
Non-Disc.$12.7M
Employees3
Clients472
DateMay 2012
Total AUM$123M
Discretionary$113.1M
Non-Disc.$9.9M
Employees1
Clients300
DateJan 2012
Total AUM$123M
Discretionary$113.1M
Non-Disc.$9.9M
Employees1
Clients300
DateApr 2011
Total AUM$123.7M
Discretionary$109.6M
Non-Disc.$14.1M
Employees5
Clients--
DateApr 2011
Total AUM$123.7M
Discretionary$109.6M
Non-Disc.$14.1M
Employees5
Clients--
DateJan 2011
Total AUM$123.7M
Discretionary$109.6M
Non-Disc.$14.1M
Employees5
Clients--
DateJan 2011
Total AUM$89.4M
Discretionary$78M
Non-Disc.$11.4M
Employees5
Clients--
DateJan 2011
Total AUM$89.4M
Discretionary$78M
Non-Disc.$11.4M
Employees5
Clients--
DateOct 2010
Total AUM$89.4M
Discretionary$78M
Non-Disc.$11.4M
Employees5
Clients--
DateJan 2008
Total AUM$90.5M
Discretionary$83.7M
Non-Disc.$6.8M
Employees5
Clients--
DateFeb 2007
Total AUM$71.9M
Discretionary$65.7M
Non-Disc.$6.2M
Employees5
Clients--
DateNov 2006
Total AUM$55.4M
Discretionary$49.7M
Non-Disc.$5.7M
Employees5
Clients--
DateJan 2006
Total AUM$55.4M
Discretionary$49.7M
Non-Disc.$5.7M
Employees5
Clients--
DateNov 2005
Total AUM$28.6M
Discretionary$22.6M
Non-Disc.$6.1M
Employees5
Clients--
DateFeb 2005
Total AUM$28.6M
Discretionary$22.6M
Non-Disc.$6.1M
Employees5
Clients--
DateJan 2005
Total AUM$28.6M
Discretionary$22.6M
Non-Disc.$6.1M
Employees5
Clients--
DateJul 2004
Total AUM$25.3M
Discretionary$21.5M
Non-Disc.$3.8M
Employees5
Clients--