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West Rim Ii Ugp, LLC registers with the SEC (Lehi, UT)
New SEC-registered adviser · CRD 339904 · 801-137106 · effective 2026-08-14
Effective 2026-08-14. 30 employees (20 advisory), $1.8B regulatory AUM across 23 accounts. Advises private funds. Notice-filed in UT. Limited Liability Company (DE).
Advises private funds10+ employeesHas custodyPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance