West Rim II Ugp, LLC

RIASEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$76.9M
Accounts
23
Employees
30
Advisory reps
5

Firm details

Headquarters
Lehi, Utah
CRD number
339904
Registered since
August 14, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

West Rim II Ugp, LLC is a limited liability company organized as an institutional registered investment adviser focused on managing pooled investment vehicles for institutional clients. The firm is registered with the SEC (registered in 2026) and operates as an adviser, sponsor and general partner / managing member of private pooled vehicles rather than as a broad capital allocator. Its client base is institutional, and its fee schedule combines a percentage-of-AUM charge with performance-based fees tied to fund returns. West Rim II is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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
  • Larry Pierce

    Chief Compliance Officer / Chief Financial OfficerCRD 7257985

Contacts

3 of 4
  • Kenneth Elefant

    Limited PartnerCRD 1971663

  • Robert Rueckert

    CRD 7265362

  • Burke Davis

    CRD 6066531

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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

Lehi, UT

Utah

Location

Lehi, UT

Headquartered in Lehi, UT, in the West of the United States.

Region
West
County
Utah
Address
2801 N Thanksgiving Way
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth