WEST BRANCH CAPITAL LLC
SEC Form ADV profile.
Total regulatory AUM
$690,090,610
Discretionary
$679,518,411
Non-discretionary
$10,572,199
Firm details
- CRD number
- 133813
- SEC file number
- 801-78332
- Main office
- AMHERST, MA, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.