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Westmont Capital Advisors
Westmont Capital Advisors was formed in 2010 by Charles B. Carlson and John G.
Westmont Capital Advisors
Westmont Capital Advisors was formed in 2010 by Charles B. Carlson and John G. Taft, two veterans of the wealth-management industry who saw an opening for a firm that could source institutional-grade private-market deals for family-office clients. The firm operates as a registered investment adviser (RIA) rather than a broker-dealer, a structural choice that lets it act as a fiduciary across all client engagements. The firm's investment strategy centers on direct and co-investment opportunities in private credit, real estate, and infrastructure — asset classes where illiquidity premiums and structural complexity create the highest dispersion of returns. Westmont typically structures single-asset special-purpose vehicles (SPVs) and club deals for groups of 10 to 30 families, with check sizes ranging from $500,000 to $5 million per vehicle per deal. Documented co-investment partners have included firms in middle-market lending and commercial real estate development across the U.S. Sun Belt. The firm does not run a fund-of-funds or commingled fund vehicle; every vehicle is deal-specific and tax-efficient for its participant group. The managing principals maintain a lean team — publicly available records suggest fewer than 15 professionals — and draw on external legal and tax advisors to structure each vehicle. Westmont does not disclose its own AUM, since the firm acts as an arranger rather than a balance-sheet investor. The principals are active in the family-office networks of the Southwest, including membership in the TIGER 21 Dallas group. A notable operational event: in June 2024, the firm completed its largest private-credit SPV to date, a $45 million bridge loan to a logistics company backed by an institutional co-investor (per public record, June 2024). Westmont's structural differentiator is its deal-by-deal SPV architecture, which avoids locked-up blind-pool capital and allows families to choose each exposure. This model creates a disincentive for the firm to charge management fees — Westmont earns carried interest and transaction fees on completed deals, aligning its revenue with deployment rather than assets gathered. The succession structure is flat: both Carlson and Taft are equity partners, and no single-family anchor provides the firm's capital base.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
Undisclosed
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.
Does Westmont commit its own capital alongside clients?
Public records indicate that Westmont does not maintain a balance sheet for co-investment. The managing principals may participate in vehicles as individual investors, but the firm itself does not anchor deals with committed capital — a design choice to avoid conflicts with the fiduciary duty to clients.
What investment stages does Westmont typically target?
Westmont focuses on debt and equity deals in the middle market — typically sponsor-backed or asset-backed situations with clear cash-flow or collateral support. Target investment horizons are 3 to 5 years for credit and 5 to 7 years for real estate. The firm explicitly avoids venture-stage or early-growth equity.
How is Westmont Capital Advisors structured relative to a single-family office?
Westmont is a multi-family office registered as an RIA, not a single-family office. It does not manage the capital of one founding family; instead, it aggregates capital from multiple ultra-high-net-worth families who collectively share access to each SPV. Its revenue comes from carried interest and transaction fees, not management fees.
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.
Profile maintained by Altss 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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