RIA Intel›Advisers›Massachusetts›WEST BRANCH CAPITAL LLC

WEST BRANCH CAPITAL LLC

Advisory

N·AMHERST, MA

Data as of Feb 13, 2026 · Source: SEC Form ADV

Total AUM

$690M

1-Year AUM Growth

0.0%

3-Year CAGR

+4.5%

Employees

3

Assets Under Management

Total AUM$690M

Discretionary AUM$680M

Non-Discretionary AUM$11M

Discretionary %98.5%

Total Clients371

Team

Total Employees3

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record55

First FilingJan 4, 2005

Latest FilingFeb 13, 2026

🔒 Full AUM trend chart and 55 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEST BRANCH CAPITAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.