Westmount Asset Management Overview

  • Founded
  • 1990
Founded
  • Status
  • Private
  • Employees
  • 36
Employees
  • Latest Deal Type
  • 2ndary - Private
  • Financing Rounds
  • 2

Westmount Asset Management General Information

Description

Operator of an independent investment firm intended to enhance clients' portfolios. The company provides institutional investment management services and related planning advice tailored to high-net-worth individuals and institutional investors.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Capital Markets/Institutions
Other Industries
Specialized Finance
Primary Office
  • 2049 Century Park East
  • Suite 2500
  • Los Angeles, CA 90067
  • United States
+1 (310) 000-0000
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Westmount Asset Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Westmount Asset Management Executive Team (22)

Name Title Board Seat Contact Info
James Berliner JD Co-Founder, President & Chief Investment Officer
Christopher Werner Chief Operating Officer & Chief Compliance Officer
Terrence Demorest Director, Research & Partner
Dennis Wee Partner
Dimitri Krikelas Partner
You’re viewing 5 of 22 executive team members. Get the full list »

Westmount Asset Management Board Members (1)

Name Representing Role Since
000000 00000000 Westmount Asset Management Co-Founder & Chairman 000 0000
To view Westmount Asset Management’s complete board members history, request access »

Westmount Asset Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Westmount Asset Management Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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