Capital West Partners, LLC
● SEC registered since 2004CRD 130762SEC# 801-62859Tucson, AZ
Reg. AUM
$300M
Employees
3
Accounts
177
Location
Tucson, AZ
Capital West Partners, LLC assets under management
Capital West Partners, LLC operates as an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2004. It reports $300 million in regulatory assets under management and employs 3 people.
Capital West Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason C Crane Control | Managing Partners/ Chief Compliance Officer | 50-75% | 2004 |
| Jason John Ruther Control | Managing Partner | 50-75% | 2004 |
Frequently asked questions
How much does Capital West Partners, LLC manage?
Capital West Partners, LLC reports $300 million in regulatory assets under management on its Form ADV.
How many employees does Capital West Partners, LLC have?
Capital West Partners, LLC reports 3 employees.
Where is Capital West Partners, LLC located?
Capital West Partners, LLC is based in Tucson, AZ and has been SEC-registered since 2004.
Does Capital West Partners, LLC disclose fund performance?
Capital West Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6842 E. Tanque Verde Road, Suite C, Tucson, AZ 85715 |
| Phone | 520-296-9803 |
| Fax | 520-296-1939 |
| Office hours | 7:30a.m. - 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$300M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$300Mregulatory AUM
Discretionary $250.9MNon-discretionary $49M