Single Family OfficeRIA · CRD 335727SEC-Registered

Updated:

New West Asset Management

NEW WEST ASSET MANAGEMENT is an SEC-registered investment adviser since 2025. The firm manages approximately $13 million in regulatory assets.

New West Asset Management

NEW WEST ASSET MANAGEMENT is an SEC-registered investment adviser since 2025. The firm manages approximately $13 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Is New West Asset Management open to outside investors?

No. New West Asset Management operates as a single-family office and does not solicit, accept or manage third-party capital. The firm's structure relies entirely on permanent family capital, which removes fund-lifecycle pressures and permits indefinite hold periods.

What does New West Asset Management invest in?

The firm runs a hybrid mandate that covers public equities, private direct investments, credit instruments and real assets. Publicly available detail on sector concentrations, stage preferences or named portfolio holdings is absent from any primary source.

Who founded New West Asset Management, and where is it based?

Neither a named founder nor a principal city of operation has been verified through public records or the firm's own communications. The office is organized in the United States, but no street address, regulatory registration or team roster has been published.

How does New West Asset Management source deals?

Without a public-facing platform, the firm likely sources through long-standing principal-to-principal relationships and trusted intermediary networks — a common pattern for family offices that maintain no marketing footprint. No specific sourcing model has been disclosed.

Does New West have any relationship with a larger financial institution or parent company?

There is no public evidence that New West Asset Management is a subsidiary, spinout or affiliate of any larger financial institution, bank or asset manager. It appears to be a fully independent, self-contained family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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