WESTMORE ASSET MANAGEMENT

Overview

Westmore Asset Management operates as an owner-managed independent registered investment adviser formed as a limited liability company. The firm focuses on serving individual and family clients, providing both discretionary portfolio management and the selection of external advisers as part of its capital allocation activities. Equity exposure is the dominant theme in its public-market allocations, but the firm also sources third-party alternative managers to broaden return streams and diversify portfolios. Investment decisions combine separately managed account (SMA) approaches with adviser-selected fund managers. Westmore charges clients either a percentage of assets under management or fixed fees, and it manages a mix of discretionary mandates alongside non-discretionary relationships. The firm does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices