# Westmont Capital Advisors

Westmont Capital Advisors is a Multi Family Office based in Dallas, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** westmontcapitaladvisors.com

## Regulatory record

- **CRD number:** 165910
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165910

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## People

- Charles B. Carlson — Managing Principal
- John G. Taft — Managing Principal

## 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.

## Related profiles

- [ALPHACAT](https://altss.com/profile/alphacat)
- [Trinsic Capital](https://altss.com/profile/trinsic-capital-llc)

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Last updated: 2026-07-06T01:24:28.778Z

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