RIA Intelligence

WEST RIM CAPITAL ADVISORS, L.P.

CRD #145083 SEC #801-68452 LEHI, UT 801-407-8400
SEC Registered
Total AUM
$75.7M
Discretionary
$75.7M
Employees
--
Clients
--
Accounts
1

Firm Details

Organization Type
Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DUNN, BRIAN, EICFONA Control
TILLERY, DONNA, BASINETICHIEF COMPLIANCE OFFICERNA
TILLERY, DONNA, BASINETICHIEF COMPLIANCE OFFICERNA
TILLERY, DONNA, BASINETICHIEF COMPLIANCE OFFICERNA
TILLERY, DONNA, BASINETICHIEF COMPLIANCE OFFICERNA
WEST RIM CAPITAL ADVISORS, LLCDEGENERAL PARTNERNA Control
WEST RIM CAPITAL ADVISORS, LLCDEGENERAL PARTNERNA Control
WEST RIM CAPITAL ADVISORS, LLCDEGENERAL PARTNERNA Control
WEST RIM CAPITAL ADVISORS, LLCDEGENERAL PARTNERNA Control
BULLOCK, DAVID, FRASERILIMITED PARTNERC Control
BULLOCK, DAVID, FRASERILIMITED PARTNERC Control
BULLOCK, DAVID, FRASERILIMITED PARTNERC Control
BULLOCK, DAVID, FRASERILIMITED PARTNERC Control
LAYTON, TIM, WELKERILIMITED PARTNERB
LAYTON, TIM, WELKERILIMITED PARTNERB
LAYTON, TIM, WELKERILIMITED PARTNERB
LAYTON, TIM, WELKERILIMITED PARTNERB
LEHMAN, MATTHEW, FREDERICKILIMITED PARTNERB
LEHMAN, MATTHEW, FREDERICKILIMITED PARTNERB
LEHMAN, MATTHEW, FREDERICKILIMITED PARTNERB
LEHMAN, MATTHEW, FREDERICKILIMITED PARTNERB
MIKA, RONALD, PAULILIMITED PARTNERB
MIKA, RONALD, PAULILIMITED PARTNERB
MIKA, RONALD, PAULILIMITED PARTNERB
MIKA, RONALD, PAULILIMITED PARTNERB
SORENSON, JAMES, LUKEILIMITED PARTNERB
SORENSON, JAMES, LUKEILIMITED PARTNERB
SORENSON, JAMES, LUKEILIMITED PARTNERB
SORENSON, JAMES, LUKEILIMITED PARTNERB
TOONE, CURTIS, ROBERTILIMITED PARTNERA
TOONE, CURTIS, ROBERTILIMITED PARTNERA
TOONE, CURTIS, ROBERTILIMITED PARTNERA
TOONE, CURTIS, ROBERTILIMITED PARTNERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BULLOCK, DAVID, FRASERIWEST RIM CAPITAL ADVISORS, LLCF Control
BULLOCK, DAVID, FRASERIWEST RIM CAPITAL ADVISORS, LLCF Control
BULLOCK, DAVID, FRASERIWEST RIM CAPITAL ADVISORS, LLCF Control
BULLOCK, DAVID, FRASERIWEST RIM CAPITAL ADVISORS, LLCF Control
LAYTON, TIM, WELKERIWEST RIM CAPITAL ADVISORS, LLCF
LAYTON, TIM, WELKERIWEST RIM CAPITAL ADVISORS, LLCF
LAYTON, TIM, WELKERIWEST RIM CAPITAL ADVISORS, LLCF
LAYTON, TIM, WELKERIWEST RIM CAPITAL ADVISORS, LLCF
LEHMAN, MATTHEW, FREDERICKIWEST RIM CAPITAL ADVISORS, LLCF
LEHMAN, MATTHEW, FREDERICKIWEST RIM CAPITAL ADVISORS, LLCF
LEHMAN, MATTHEW, FREDERICKIWEST RIM CAPITAL ADVISORS, LLCF
LEHMAN, MATTHEW, FREDERICKIWEST RIM CAPITAL ADVISORS, LLCF
MIKA, RONALD, PAULIWEST RIM CAPITAL ADVISORS, LLCF Control
MIKA, RONALD, PAULIWEST RIM CAPITAL ADVISORS, LLCF Control
MIKA, RONALD, PAULIWEST RIM CAPITAL ADVISORS, LLCF Control
MIKA, RONALD, PAULIWEST RIM CAPITAL ADVISORS, LLCF Control
SORENSON, JAMES, LUKEIWEST RIM CAPITAL ADVISORS, LLCF
SORENSON, JAMES, LUKEIWEST RIM CAPITAL ADVISORS, LLCF
SORENSON, JAMES, LUKEIWEST RIM CAPITAL ADVISORS, LLCF
SORENSON, JAMES, LUKEIWEST RIM CAPITAL ADVISORS, LLCF
TOONE, CURTIS, ROBERTIWEST RIM CAPITAL ADVISORS, LLCF
TOONE, CURTIS, ROBERTIWEST RIM CAPITAL ADVISORS, LLCF
TOONE, CURTIS, ROBERTIWEST RIM CAPITAL ADVISORS, LLCF
TOONE, CURTIS, ROBERTIWEST RIM CAPITAL ADVISORS, LLCF

Registrations

Federal

IA
Mar 31, 2009 REGISTERED

Notice Filings (1)

UT

Address

3098 W. EXECUTIVE PARKWAY
SUITE 200
LEHI, UT 84043
United States
Phone: 801-407-8400