WESTHAMPTON CAPITAL

Overview

Westhampton Capital is a privately owned registered investment adviser that concentrates on portfolio management for individuals, small businesses and select institutional clients. Since registering in 2014 the firm has built a compact, equity‑centric practice that charges clients on a percentage‑of‑AUM basis and manages primarily discretionary mandates. Investment activity shows a clear preference for exchange‑traded equities; the firm leans toward concentrated public equity positions while supplementing portfolios with traditional mutual funds and selective private placements when appropriate. Portfolio construction emphasizes liquid, marketable securities as the core allocation, with alternative exposure deployed through third‑party private placement managers rather than extensive in‑house alternatives programs. Westhampton Capital does not position itself as an ESG specialist and its business footprint is focused rather than multi‑state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices