12 WEST CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2012
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$270M
Accounts
5
Employees
11
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
160197
Registered since
February 16, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

12 West Capital Management LP is organized as a limited partnership and operates as a hedge fund manager that primarily serves institutional clients. The firm registered with the SEC in 2012 and functions in roles that include commodity pool operator/commodity trading advisor (CPO/CTA) activity and sponsorship or GP activity for pooled investment vehicles. Its advisory work focuses on portfolio management for pooled funds rather than on individualized advisory relationships. Fee arrangements include a percentage-of-AUM management fee alongside performance-based compensation. The firm is not positioned as an active ESG investor and is not a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JONATHAN HERR

    Chief Financial OfficerCRD 1700025

Contacts

3 of 4
  • JONATHAN RONEY

    DirectorCRD 7090597

  • LAURA MCGEEVER

    Financial Advisor and Registered RepresentativeCRD 1423173

  • JACQUELINE TENNY

    Director of FinanceCRD 7892057

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
475 10th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth