Single Family OfficeRIA · CRD 134774SEC-Registered

Updated:

Witter & Westlake Investments

WITTER & WESTLAKE INVESTMENTS is an SEC-registered investment adviser with $13 million in regulatory assets under management.

Witter & Westlake Investments

WITTER & WESTLAKE INVESTMENTS is an SEC-registered investment adviser with $13 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Dean Witter

Founder

William Westlake

Co-Founder

Sector focus

Private CreditReal EstateHedge Funds

Frequently asked questions

What is Witter & Westlake Investments?

Witter & Westlake Investments is a single family office headquartered in New York, United States.

Where is Witter & Westlake Investments headquartered?

Witter & Westlake Investments is headquartered in New York, United States, in the North America region.

What is Witter & Westlake Investments's assets under management?

Witter & Westlake Investments reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for Witter & Westlake Investments?

Altss maintains an OSINT-verified profile of Witter & Westlake Investments covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Witter & Westlake Investments?

Witter & Westlake Investments is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on Witter & Westlake Investments?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Witter & Westlake Investments's Altss profile last updated?

Witter & Westlake Investments's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More New York Single Family Office profiles