WESTMOUNT PARTNERS, LLC
CRD #158857 SEC #801-72739 LOS ANGELES, CA 310-556-2502
SEC Registered Private Funds
Total AUM
$5.2B
Discretionary
$5.2B
Employees
39
Clients
251
Accounts
4,595
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.2B | $5.2B | $30.4M | 39 | 0 |
| Feb 2024 | $4.3B | $4.2B | $43.8M | 39 | 0 |
| Oct 2023 | $3.6B | $3B | $534.7M | 39 | 0 |
| Mar 2023 | $3.6B | $3B | $534.7M | 39 | 0 |
| Mar 2022 | $3.8B | $3.5B | $381.9M | 33 | 0 |
| Mar 2021 | $3.1B | $3.1B | $65.6M | 33 | 0 |
| Jun 2020 | $3.1B | $3B | $74.8M | 30 | 0 |
| Mar 2020 | $3.1B | $3B | $74.8M | 30 | 0 |
| Mar 2019 | $2.6B | $2.6B | $53.2M | 30 | 0 |
| Dec 2018 | $2.5B | $2.3B | $174.7M | 31 | 0 |
| Jul 2018 | $2.5B | $2.3B | $174.7M | 31 | 0 |
| Mar 2018 | $2.5B | $2.3B | $174.7M | 31 | 0 |
| Jan 2018 | $2.5B | $2.4B | $55.9M | 27 | 0 |
| Sep 2017 | $2.1B | $2.1B | $55.9M | 27 | 1,000 |
| May 2017 | $2.1B | $2.1B | $55.9M | 27 | 1,000 |
| Mar 2017 | $2.1B | $2.1B | $55.9M | 27 | 1,000 |
| Mar 2016 | $2B | $1.9B | $68.1M | 25 | 1,000 |
| Feb 2016 | $1.8B | $1.8B | $0 | 23 | 1,000 |
| Mar 2015 | $1.8B | $1.8B | $0 | 23 | 1,000 |
| Oct 2014 | $1.7B | $1.7B | $0 | 21 | 900 |
| Mar 2014 | $1.7B | $1.7B | $0 | 21 | 900 |
| Feb 2013 | $1.4B | $1.4B | $0 | 21 | 900 |
| Jun 2012 | $1.2B | $1.2B | $0 | 11 | 839 |
| May 2012 | $1.2B | $1.2B | $0 | 11 | 839 |
| Mar 2012 | $1.2B | $1.2B | $0 | 11 | 839 |
DateMar 2025
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$30.4M
Employees39
Clients0
DateFeb 2024
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$43.8M
Employees39
Clients0
DateOct 2023
Total AUM$3.6B
Discretionary$3B
Non-Disc.$534.7M
Employees39
Clients0
DateMar 2023
Total AUM$3.6B
Discretionary$3B
Non-Disc.$534.7M
Employees39
Clients0
DateMar 2022
Total AUM$3.8B
Discretionary$3.5B
Non-Disc.$381.9M
Employees33
Clients0
DateMar 2021
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$65.6M
Employees33
Clients0
DateJun 2020
Total AUM$3.1B
Discretionary$3B
Non-Disc.$74.8M
Employees30
Clients0
DateMar 2020
Total AUM$3.1B
Discretionary$3B
Non-Disc.$74.8M
Employees30
Clients0
DateMar 2019
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$53.2M
Employees30
Clients0
DateDec 2018
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$174.7M
Employees31
Clients0
DateJul 2018
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$174.7M
Employees31
Clients0
DateMar 2018
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$174.7M
Employees31
Clients0
DateJan 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$55.9M
Employees27
Clients0
DateSep 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$55.9M
Employees27
Clients1,000
DateMay 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$55.9M
Employees27
Clients1,000
DateMar 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$55.9M
Employees27
Clients1,000
DateMar 2016
Total AUM$2B
Discretionary$1.9B
Non-Disc.$68.1M
Employees25
Clients1,000
DateFeb 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients1,000
DateMar 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients1,000
DateOct 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees21
Clients900
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees21
Clients900
DateFeb 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients900
DateJun 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients839
DateMay 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients839
DateMar 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients839