WESTROCK ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2016

Total AUM

$163M

Discretionary

$163M

100% of AUM

Avg account

$40.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LITTLE ROCK, Arkansas
CRD number: 174408
Registered since: August 22, 2016
Website: westrockam.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Westrock Asset Management, LLC is organized as an LLC and has been SEC-registered since 2016. The firm is classified as a hedge fund that provides portfolio management for pooled investment vehicles and registers activity as a CPO/CTA. Its client base is institutional, and its ownership is described as a combination of a domestic entity and an individual. Compensation combines a percentage-of-AUM fee with performance-based fees. Westrock is not designated as a multi-state adviser and does not identify as an active ESG investor. Regulatory and business disclosures also show the firm serves in sponsor/GP or managing-member roles for pooled vehicles, which aligns with its advisory focus on collective investment structures rather than one-off separate-account management.