New West Asset Management

Overview

New West Asset Management is a small RIA that focuses on discretionary portfolio management for both individuals/families and business or institutional clients. The firm charges a combination of percentage-of-AUM and performance-based fees and reports a tilt toward equity-focused portfolios. It is not an active ESG investor and does not operate as a multi-state adviser. Advisory activity centers on managing separately managed accounts and pooled portfolios for a concentrated client base rather than broad retail distribution. Investment posture is equity-first, with a clear preference for exchange-traded securities and liquid instruments. The firm's business model and size suggest a high-touch relationship with clients and a capacity to negotiate performance fee arrangements for certain accounts. Custody is handled through Charles Schwab & Co., Inc., which aligns with the firm’s use of liquid, exchange-traded exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices