West Rim II UGP, LLC and its affiliates manage private investment funds, including buyout, growth equity, and early-stage venture capital funds. The firm provides investment supervisory services and day-to-day advisory services through its affiliated managers, focusing on negotiated transactions in operating entities, software companies, and enterprise security. The firm is strictly designed for institutional, accredited, and qualified clients investing through private funds, and does not directly manage individual retail investment portfolios or provide personal financial planning services.
Assets Under Management$1.8B
Clients23
AdvisorsN/A
Avg. per Client$77M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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