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Westmont Capital Advisors
WESTMONT CAPITAL ADVISORS, LLC is a state-registered investment adviser with $46 million in regulatory assets under management. The firm manages $16 million...
Overview
WESTMONT CAPITAL ADVISORS, LLC is a state-registered investment adviser with $46 million in regulatory assets under management. The firm manages $16 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Principals
Charles B. Carlson
Managing Principal
John G. Taft
Managing Principal
Sector focus
Frequently asked questions
How does Westmont Capital Advisors source proprietary deal flow?
The firm draws on the principals' existing relationships with middle-market lenders, commercial real estate developers, and infrastructure sponsors. Because Westmont operates as a deal-by-deal SPV arranger rather than a fund manager, it can source opportunities that larger institutions pass on due to ticket size — for example, bridge loans under $50 million or single-asset development projects.
Which sectors does Westmont explicitly avoid?
The firm avoids venture capital, early-stage biotechnology, and public-market long-only strategies. Its disclosed focus areas — private credit, real estate, and infrastructure — are all asset classes where the firm can underwrite cash flows or hard assets directly, steering clear of binary outcomes and mark-to-market volatility.
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