West Branch Capital LLC
● SEC registered since 2013CRD 133813SEC# 801-78332Amherst, MA
Reg. AUM
$690.1M
Employees
9
Accounts
1,255
Location
Amherst, MA
West Branch Capital LLC assets under management
West Branch Capital LLC is an investment advisory firm registered with the SEC based in Amherst, MA. The firm has been registered since 2013. It reports $690.1 million in regulatory assets under management and employs 9 people.
West Branch Capital LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ayaz Mahmud Control | Chief Compliance Officer | Over 75% | 2014 |
| Ayaz Mahmud Control | Managing Member, Founder & Ceo | Over 75% | 2004 |
Frequently asked questions
How much does West Branch Capital LLC manage?
West Branch Capital LLC reports $690.1 million in regulatory assets under management on its Form ADV.
How many employees does West Branch Capital LLC have?
West Branch Capital LLC reports 9 employees.
Where is West Branch Capital LLC located?
West Branch Capital LLC is based in Amherst, MA and has been SEC-registered since 2013.
Does West Branch Capital LLC disclose fund performance?
West Branch Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9 Research Drive, Suite 1, Amherst, MA 01002 |
| Phone | 833-888-0534; 413-256-1225 |
| Fax | 413-253-5838 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$690.1M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$690.1Mregulatory AUM
Discretionary $679.5MNon-discretionary $10.6M