New West Asset Management, Llc
SEC-registered
Private Fund Manager · Boutique (under $100M)
CRD 335727
· SEC file 801-134329
·
· newwestcap.com
☆ Save with Pro
ADV data as of Mar 23, 2026
- Regulatory AUM
- $12.5M
- Discretionary
- $12.5M
- Clients
- 19
- Avg AUM / client
- $658K
- Accounts
- 18
- Employees
- 1
AUM over time
$0
$12.5M
Aug 12, 2025
Mar 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $0 | — |
| High net worth individuals | 17 | $2.5M | 20.0% |
| Pooled investment vehicles (non-investment companies) | 2 | $10.0M | 80.0% |
| Other investment advisers | Fewer than 5 clients | $0 | — |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 906 KB | 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 individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.5M (20% of AUM) Mar 2026
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: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗