Westrock Asset Management, Llc
- Regulatory AUM
- $163M
- Discretionary
- $163M
- Clients
- 4
- Avg AUM / client
- $40.7M
- Accounts
- 4
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $163M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $439M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Westrock Alpha Master Fund, L.P. master | Hedge Fund | Cayman Islands | $406M | 11 |
| Westrock Absolute Return Fund, Lp | Other Private Fund | Delaware | $19.7M | 9 |
| Westrock Arch Fund, Lp | Other Private Fund | Delaware | $13.5M | 8 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ford, Joe, Thomas | Sole Member | Dec 2013 (13y) | ≈ 14.06% – 50% via Wooster Capital, Llc | |
| Scott Thomas Ford | Chairman | Dec 2013 (13y) | ≈ 28.13% – 75% via Greenbrier Holdings, Llc | |
| Ford, Samuel, Thomas | Chief Executive Officer And Chief Investment Officer | Nov 2017 (9y) | Less than 5% | |
| Smith, Mary, Ann | Chief Compliance Officer | Apr 2020 (6y) | Less than 5% | |
| Jeffery Byron Pascoe | Registered representative | Jul 2015 (11y) | ||
| Brady Clark Preston | Registered representative | Sep 2016 (10y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Westrock Group, Llc | Sole Member | Dec 2014 | A | 75% or more |
| Greenbrier Holdings, Llc | Member | Dec 2013 | B | ≈ 37.5% – 75% via Westrock Group, Llc |
| Wooster Capital, Llc | Member | Dec 2013 | B | ≈ 18.75% – 50% via Westrock Group, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ford, Joe, Thomas: 75% – 100% of Wooster Capital, Llc × 25% – 50% of Westrock Group, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Scott Thomas Ford: 75% – 100% of Greenbrier Holdings, Llc × 50% – 75% of Westrock Group, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Greenbrier Holdings, Llc: 50% – 75% of Westrock Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Wooster Capital, Llc: 25% – 50% of Westrock Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $439M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Westrock Alpha Master Fund, L.P. | Hedge Fund | $406M | $1.0M | 11 |
| Westrock Absolute Return Fund, Lp | Other Private Fund | $19.7M | $1.0M | 9 |
| Westrock Arch Fund, Lp | Other Private Fund | $13.5M | $1.0M | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.75 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Adm Investor Services, Inc. $491K (0% of AUM) Apr 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗