RIA · CRD 327641SEC-Registered

Updated:

WEST INVEST

WEST INVEST is an SEC-registered investment adviser in BELLINGHAM, WA, since 2023. The firm manages approximately $304 million in assets. It has 10 employees...

WEST INVEST

WEST INVEST is an SEC-registered investment adviser in BELLINGHAM, WA, since 2023. The firm manages approximately $304 million in assets. It has 10 employees and 8 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Does WEST INVEST participate in fund commitments or only direct deals?

No fund commitments, direct investments, or co-investment participations have been publicly attributed to WEST INVEST. It is unknown whether the entity makes active allocations to external managers or merely holds existing family assets. Without public records of LP commitments or portfolio company stakes, its investment activity—if any—remains entirely private.

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