WEST BRANCH CAPITAL LLC
CRD #133813 SEC #801-78332 AMHERST, MA 833-888-0534; 413-256-1225
SEC Registered
Total AUM
$630.9M
Discretionary
$602M
Employees
9
Clients
10
Accounts
1,217
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $630.9M | $602M | $28.9M | 9 | 0 |
| Nov 2024 | $516.4M | $493.2M | $23.2M | 11 | 0 |
| Sep 2024 | $516.4M | $493.2M | $23.2M | 11 | 0 |
| Jun 2024 | $516.4M | $493.2M | $23.2M | 11 | 0 |
| Feb 2024 | $516.4M | $493.2M | $23.2M | 11 | 0 |
| May 2023 | $435.8M | $415M | $20.7M | 10 | 0 |
| Mar 2023 | $435.8M | $415M | $20.7M | 10 | 0 |
| Oct 2022 | $509.6M | $493.2M | $16.5M | 10 | 0 |
| Jul 2022 | $509.6M | $493.2M | $16.5M | 10 | 0 |
| Mar 2022 | $509.6M | $493.2M | $16.5M | 10 | 0 |
| Mar 2021 | $439.9M | $427.4M | $12.5M | 10 | 6 |
| Jun 2020 | $410.8M | $399M | $11.8M | 12 | 0 |
| Mar 2020 | $410.8M | $399M | $11.8M | 12 | 0 |
| Nov 2019 | $323.6M | $314.5M | $9.1M | 11 | 2 |
| Jul 2019 | $323.6M | $314.5M | $9.1M | 11 | 2 |
| Feb 2019 | $323.6M | $314.5M | $9.1M | 11 | 2 |
| Aug 2018 | $348.5M | $341.4M | $7.2M | 11 | 4 |
| Jul 2018 | $348.5M | $341.4M | $7.2M | 11 | 4 |
| Mar 2018 | $348.5M | $341.4M | $7.2M | 12 | 4 |
| Sep 2017 | $329.9M | $324.5M | $5.3M | 12 | 300 |
| Aug 2017 | $329.9M | $324.5M | $5.3M | 12 | 300 |
| Aug 2017 | $329.9M | $324.5M | $5.3M | 12 | 300 |
| Mar 2017 | $329.9M | $324.5M | $5.3M | 12 | 300 |
| Mar 2017 | $329.9M | $324.5M | $5.3M | 12 | 300 |
| Nov 2016 | $254.3M | $250.5M | $3.8M | 8 | 200 |
| Aug 2016 | $254.3M | $250.5M | $3.8M | 8 | 200 |
| Apr 2016 | $254.3M | $253.9M | $394.4K | 8 | 200 |
| Mar 2016 | $254.3M | $253.9M | $394.4K | 8 | 200 |
| Apr 2015 | $251.1M | $250.2M | $864.6K | 8 | 200 |
| Apr 2015 | $251.1M | $250.2M | $864.6K | 8 | 200 |
| Mar 2015 | $251.1M | $250.2M | $864.6K | 8 | 200 |
| Nov 2014 | $235.6M | $233.4M | $2.2M | 7 | 242 |
| Mar 2014 | $235.6M | $233.4M | $2.2M | 7 | 242 |
| Dec 2013 | $218M | $214.9M | $3.1M | 6 | 26 |
| Jul 2013 | $218M | $214.9M | $3.1M | 6 | 26 |
| Jun 2012 | $59.9M | $58.6M | $1.2M | 1 | 26 |
| May 2012 | $59.9M | $58.6M | $1.2M | 1 | 26 |
| May 2012 | $59.9M | $58.6M | $1.2M | 1 | 26 |
| Feb 2012 | $59.9M | $58.6M | $1.2M | 1 | 26 |
| Mar 2011 | $62.7M | $61.6M | $1.1M | 5 | -- |
| Apr 2010 | $55.1M | $34.1M | $21M | 5 | -- |
| Apr 2010 | $89.2M | $55.1M | $34.1M | 5 | -- |
| Mar 2010 | $89.2M | $55.1M | $34.1M | 5 | -- |
| Jul 2009 | $33.9M | $20.1M | $13.8M | 5 | -- |
| Jun 2009 | $33.9M | $20.1M | $13.8M | 5 | -- |
| Jun 2005 | $15.7M | $15.7M | $0 | 5 | -- |
| Jun 2005 | $15.7M | $15.7M | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$630.9M
Discretionary$602M
Non-Disc.$28.9M
Employees9
Clients0
DateNov 2024
Total AUM$516.4M
Discretionary$493.2M
Non-Disc.$23.2M
Employees11
Clients0
DateSep 2024
Total AUM$516.4M
Discretionary$493.2M
Non-Disc.$23.2M
Employees11
Clients0
DateJun 2024
Total AUM$516.4M
Discretionary$493.2M
Non-Disc.$23.2M
Employees11
Clients0
DateFeb 2024
Total AUM$516.4M
Discretionary$493.2M
Non-Disc.$23.2M
Employees11
Clients0
DateMay 2023
Total AUM$435.8M
Discretionary$415M
Non-Disc.$20.7M
Employees10
Clients0
DateMar 2023
Total AUM$435.8M
Discretionary$415M
Non-Disc.$20.7M
Employees10
Clients0
DateOct 2022
Total AUM$509.6M
Discretionary$493.2M
Non-Disc.$16.5M
Employees10
Clients0
DateJul 2022
Total AUM$509.6M
Discretionary$493.2M
Non-Disc.$16.5M
Employees10
Clients0
DateMar 2022
Total AUM$509.6M
Discretionary$493.2M
Non-Disc.$16.5M
Employees10
Clients0
DateMar 2021
Total AUM$439.9M
Discretionary$427.4M
Non-Disc.$12.5M
Employees10
Clients6
DateJun 2020
Total AUM$410.8M
Discretionary$399M
Non-Disc.$11.8M
Employees12
Clients0
DateMar 2020
Total AUM$410.8M
Discretionary$399M
Non-Disc.$11.8M
Employees12
Clients0
DateNov 2019
Total AUM$323.6M
Discretionary$314.5M
Non-Disc.$9.1M
Employees11
Clients2
DateJul 2019
Total AUM$323.6M
Discretionary$314.5M
Non-Disc.$9.1M
Employees11
Clients2
DateFeb 2019
Total AUM$323.6M
Discretionary$314.5M
Non-Disc.$9.1M
Employees11
Clients2
DateAug 2018
Total AUM$348.5M
Discretionary$341.4M
Non-Disc.$7.2M
Employees11
Clients4
DateJul 2018
Total AUM$348.5M
Discretionary$341.4M
Non-Disc.$7.2M
Employees11
Clients4
DateMar 2018
Total AUM$348.5M
Discretionary$341.4M
Non-Disc.$7.2M
Employees12
Clients4
DateSep 2017
Total AUM$329.9M
Discretionary$324.5M
Non-Disc.$5.3M
Employees12
Clients300
DateAug 2017
Total AUM$329.9M
Discretionary$324.5M
Non-Disc.$5.3M
Employees12
Clients300
DateAug 2017
Total AUM$329.9M
Discretionary$324.5M
Non-Disc.$5.3M
Employees12
Clients300
DateMar 2017
Total AUM$329.9M
Discretionary$324.5M
Non-Disc.$5.3M
Employees12
Clients300
DateMar 2017
Total AUM$329.9M
Discretionary$324.5M
Non-Disc.$5.3M
Employees12
Clients300
DateNov 2016
Total AUM$254.3M
Discretionary$250.5M
Non-Disc.$3.8M
Employees8
Clients200
DateAug 2016
Total AUM$254.3M
Discretionary$250.5M
Non-Disc.$3.8M
Employees8
Clients200
DateApr 2016
Total AUM$254.3M
Discretionary$253.9M
Non-Disc.$394.4K
Employees8
Clients200
DateMar 2016
Total AUM$254.3M
Discretionary$253.9M
Non-Disc.$394.4K
Employees8
Clients200
DateApr 2015
Total AUM$251.1M
Discretionary$250.2M
Non-Disc.$864.6K
Employees8
Clients200
DateApr 2015
Total AUM$251.1M
Discretionary$250.2M
Non-Disc.$864.6K
Employees8
Clients200
DateMar 2015
Total AUM$251.1M
Discretionary$250.2M
Non-Disc.$864.6K
Employees8
Clients200
DateNov 2014
Total AUM$235.6M
Discretionary$233.4M
Non-Disc.$2.2M
Employees7
Clients242
DateMar 2014
Total AUM$235.6M
Discretionary$233.4M
Non-Disc.$2.2M
Employees7
Clients242
DateDec 2013
Total AUM$218M
Discretionary$214.9M
Non-Disc.$3.1M
Employees6
Clients26
DateJul 2013
Total AUM$218M
Discretionary$214.9M
Non-Disc.$3.1M
Employees6
Clients26
DateJun 2012
Total AUM$59.9M
Discretionary$58.6M
Non-Disc.$1.2M
Employees1
Clients26
DateMay 2012
Total AUM$59.9M
Discretionary$58.6M
Non-Disc.$1.2M
Employees1
Clients26
DateMay 2012
Total AUM$59.9M
Discretionary$58.6M
Non-Disc.$1.2M
Employees1
Clients26
DateFeb 2012
Total AUM$59.9M
Discretionary$58.6M
Non-Disc.$1.2M
Employees1
Clients26
DateMar 2011
Total AUM$62.7M
Discretionary$61.6M
Non-Disc.$1.1M
Employees5
Clients--
DateApr 2010
Total AUM$55.1M
Discretionary$34.1M
Non-Disc.$21M
Employees5
Clients--
DateApr 2010
Total AUM$89.2M
Discretionary$55.1M
Non-Disc.$34.1M
Employees5
Clients--
DateMar 2010
Total AUM$89.2M
Discretionary$55.1M
Non-Disc.$34.1M
Employees5
Clients--
DateJul 2009
Total AUM$33.9M
Discretionary$20.1M
Non-Disc.$13.8M
Employees5
Clients--
DateJun 2009
Total AUM$33.9M
Discretionary$20.1M
Non-Disc.$13.8M
Employees5
Clients--
DateJun 2005
Total AUM$15.7M
Discretionary$15.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$15.7M
Discretionary$15.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--