Institutional
    SEC Registered

    West Rim Capital Associates II, L.P.

    Registered investment advisor · Lehi, Utah · CRD #145085

    Assets Under Management
    $1.7B
    Client Accounts
    22
    Employees
    30
    CRD Number
    145085
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About West Rim Capital Associates II, L.P.

    West Rim Capital Associates II, L.P. is a financial advisory firm in Lehi, Utah, managing nearly $1.6 billion in assets and employing 20 advisors. It is not a registered broker-dealer and provides investment advice and portfolio management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is West Rim Capital Associates II, L.P.'s AUM?

    West Rim Capital Associates II, L.P. reports approximately $1.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is West Rim Capital Associates II, L.P. headquartered?

    West Rim Capital Associates II, L.P. is headquartered in Lehi, Utah.

    What is West Rim Capital Associates II, L.P.'s CRD number?

    West Rim Capital Associates II, L.P.'s CRD number is 145085. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does West Rim Capital Associates II, L.P. manage?

    West Rim Capital Associates II, L.P. manages approximately 22 client accounts according to its latest SEC filing.

    Is West Rim Capital Associates II, L.P. SEC registered?

    Yes, West Rim Capital Associates II, L.P. is registered with the SEC as an investment adviser with an approved registration status.

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