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

FINTRX

Overview

12 West Capital Management LP is structured as a limited partnership that operates as a hedge fund manager and pooled-vehicle adviser. The firm is SEC-registered (since 2012) and positions itself to serve institutional clients through portfolio management for pooled investment vehicles while also acting in CPO/CTA and sponsor/GP capacities. Its fees combine a percentage-of-assets component with performance-based compensation. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Unlock 1 more contacts

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