West Rim Capital Associates II, L.P.
● SEC registered since 2007CRD 145085SEC# 801-68453Lehi, UT
Reg. AUM
$1.66B
Employees
30
Accounts
22
Location
Lehi, UT
West Rim Capital Associates II, L.P. assets under management
West Rim Capital Associates II, L.P. is an investment advisory firm registered with the SEC based in Lehi, UT. The firm has been registered since 2007. It reports $1.7 billion in regulatory assets under management and employs 30 people.
West Rim Capital Associates II, L.P. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Fraser Bullock Control | Limited Partner/Managing Director | 10-25% | 2007 |
| James Luke Sorenson Control | Limited Partner/Managing Director | 10-25% | 2007 |
| Larry Thomas Pierce Control | Chief Compliance Officer, Chief Financial Officer | Under 5% | 2020 |
| Mark R. Ludwig Control | Limited Partner/Managing Director | 10-25% | 2013 |
| Ronald Paul Mika Control | Limited Partner/Managing Director | 10-25% | 2007 |
| Tim Welker Layton Control | Limited Partner/Managing Director | 10-25% | 2007 |
| West Rim Capital Advisors, LLC Control | General Partner | Under 5% | 2007 |
| Brady Reed Broadbent Control | Member/Manager | — | 2021 |
| Burke Martin Davis Control | Member/Manager | — | 2021 |
| David Fraser Bullock Control | Member/Manager | — | 2007 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does West Rim Capital Associates II, L.P. manage?
West Rim Capital Associates II, L.P. reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does West Rim Capital Associates II, L.P. have?
West Rim Capital Associates II, L.P. reports 30 employees.
Where is West Rim Capital Associates II, L.P. located?
West Rim Capital Associates II, L.P. is based in Lehi, UT and has been SEC-registered since 2007.
Does West Rim Capital Associates II, L.P. disclose fund performance?
West Rim Capital Associates II, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2801 North Thanksgiving Way, Suite 200, Lehi, UT 84048 |
| Phone | 801-407-8400 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$1.66B▲ 4%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,306 advisers
EmployeesTop 18%
More than 82% of 16,824 advisers
Assets under management
$1.66Bregulatory AUM
Discretionary $1.66B