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West Branch Capital LLC

● SEC registered since 2013CRD 133813SEC# 801-78332Amherst, MA
Export (members)
Reg. AUM
$630.9M
Employees
9
Accounts
1,217
Location
Amherst, MA

West Branch Capital LLC assets under management

West Branch Capital LLC is an investment advisory firm registered with the SEC based in Amherst, MA. The firm has been registered since 2013. It reports $630.9 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/west-branch-capital-llc/?viewasmember=trueView on SEC.gov ↗

West Branch Capital LLC owners & executives

2 reported
NameTitleOwnershipSince
Ayaz Mahmud ControlChief Compliance OfficerOver 75%2014
Ayaz Mahmud ControlManaging Member, Founder & CeoOver 75%2004

Frequently asked questions

How much does West Branch Capital LLC manage?

West Branch Capital LLC reports $630.9 million in regulatory assets under management on its Form ADV.

How many employees does West Branch Capital LLC have?

West Branch Capital LLC reports 9 employees.

Where is West Branch Capital LLC located?

West Branch Capital LLC is based in Amherst, MA and has been SEC-registered since 2013.

Does West Branch Capital LLC disclose fund performance?

West Branch Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9 Research Drive, Suite 1, Amherst, MA 01002
Phone833-888-0534; 413-256-1225
Fax413-253-5838
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$602M
Non-discretionary$28.9M
Total (RAUM)$630.9M