RIA Intel›Advisers›Utah›WEST RIM CAPITAL ASSOCIATES II, L.P.

WEST RIM CAPITAL ASSOCIATES II, L.P.

Advisory

N·LEHI, UT

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$1.7B
1-Year AUM Growth
-9.2%
3-Year CAGR
+9.5%
Employees
20
Assets Under Management
Total AUM$1.7B
Discretionary AUM$1.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees20
Investment Advisers30
Employee Growth (1Y)-4.8%
Filing History
Total Filings on Record26
First FilingOct 3, 2007
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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