West Rim II Ugp, LLC
Firm details
- Headquarters
- Lehi, Utah
- CRD number
- 339904
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
West Rim II Ugp, LLC operates as a sponsor and manager of pooled private investment vehicles, serving institutional clients. The firm appears structured around private fund management rather than providing retail advisory services; its owner is listed as an individual and it functions in roles such as general partner and managing member of pooled vehicles. Compensation for its services is a combination of asset-based fees and performance-linked fees, which aligns with typical private equity and venture capital economics. The firm does not identify as an active ESG investor, is not multi-state registered, and does not present itself as a pension consultant or capital allocator. Industry affiliations indicate activity as an investment adviser/sponsor and active participation in fund governance and operations, rather than solely as an external allocator or advisory-only manager.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Larry Pierce
Chief Compliance Officer / Chief Financial OfficerCRD 7257985
Contacts
3 of 4Kenneth Elefant
Limited PartnerCRD 1971663
Robert Rueckert
CRD 7265362
Burke Davis
CRD 6066531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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