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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SINGER, ANN, TERRY | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | FOUNDER/CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, AYAZ | I | MANAGING MEMBER, FOUNDER & CEO | E | Control |
| MAHMUD, AYAZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, LORI | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MAHMUD, LORI | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GASS, JAMES, ANDREW | I | MEMBER | C | Control |
| GASS, JAMES, ANDREW | I | MEMBER | C | Control |
| GASS, JAMES, ANDREW | I | MEMBER | C | Control |
| GASS, JAMES, ANDREW | I | MEMBER | C | Control |
| GASS, JAMES, ANDREW | I | MEMBER | C | Control |
| GASS, JAMES, ANDREW | I | MEMBER | C | Control |
| GASS, JAMES, ANDREW | I | MEMBER | C | Control |
| GASS, JAMES, ANDREW | I | MEMBER | C | Control |
| GASS, JAMES, ANDREW | I | MEMBER | C | Control |
| GASS, JAMES, ANDREW | I | MEMBER | C | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | Control |
| GASS, JAMES, ANDREW | I | MEMBER | B | |
| GASS, JAMES, ANDREW | I | MEMBER | B | |
| GASS, JAMES, ANDREW | I | MEMBER | B |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (23)
CA CO CT FL LA MA ME MI MO NC NH NJ NM NV NY OH OR PA RI TX VA VT WA
Address
9 RESEARCH DRIVESUITE 1
AMHERST, MA 01002
United States
Phone: 833-888-0534; 413-256-1225