80 West Asset Management, LLC

Overview

80 West Asset Management, LLC is an independent, individually owned registered investment adviser organized as a limited liability company that serves individual and family clients. The firm’s advisory activities center on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee engagements, which supports both ongoing discretionary portfolio management and project-based planning work. Investment posture skews conservative and liquidity-aware: cash and cash equivalents represent the single largest asset holding on the firm’s books. The firm reports being an active ESG investor, indicating that environmental, social and governance factors influence security selection and manager due diligence. Discretionary management is a core offering, delivered primarily via separately managed accounts and individualized portfolios tailored to client goals.

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Location & Offices