Investment adviser · CRD 144674
WEST MOUNTAIN, LLC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
STUART, FL, United States · Form ADV filed Mar 26, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WEST MOUNTAIN PARTNERS, LPHedge Fund · Last reported Mar 26, 2026$47.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC
CRD 135131 · SEC 8-66889
ARKADIOS CAPITAL
CRD 282710 · SEC 8-69729
Fund details & source
- Fund ID
- 805-3756119994
- Reported beneficial owners
- 55
- Minimum commitment
- $5M
- Form D file number
- 021-105300
Form ADV 2072408 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WEST MOUNTAIN, LTD.Hedge Fund · Last reported Mar 26, 2026$5.74MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC
CRD 135131 · SEC 8-66889
ARKADIOS CAPITAL
CRD 282710 · SEC 8-69729
Fund details & source
- Fund ID
- 805-2227753170
- Reported beneficial owners
- 41
- Minimum commitment
- $1M
- Form D file number
- 021-174621
Form ADV 2072408 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GREEN ENERGY PRIVATE OPPORTUNITY SPV, LLCOther Private Fund · Last reported Mar 26, 2026$1.65MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-5992493150
- Reported beneficial owners
- 5
- Minimum commitment
- $25K
- Form D file number
- 021-174621
Form ADV 2072408 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WEST MOUNTAIN OPPORTUNITY FUND, LLCOther Private Fund · Last reported Sep 20, 2017$7.25MGross asset value
Form D fundraising filings
West Mountain Opportunity Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC
CRD 135131 · SEC 8-66889
ARKADIOS CAPITAL
CRD 282710 · SEC 8-69729
Fund details & source
- Fund ID
- 805-7934906384
- Reported beneficial owners
- 20
- Minimum commitment
- $100K
- Form D file number
- 021-294247
Form ADV 1139919 · Sep 20, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WEST MOUNTAIN OPPORTUNITY FUND II, LLCOther Private Fund · Last reported Jun 3, 2021$2.31MGross asset value
Form D fundraising filings
West Mountain Opportunity Fund II, LLC
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-2176638757
- Reported beneficial owners
- 18
- Minimum commitment
- $100K
- Form D file number
- 021-318461
Form ADV 1545314 · Jun 3, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WEST MOUNTAIN TACTICAL EUROPEAN FINANCE(U.S.) SPV, LPHedge Fund · Last reported Feb 23, 2021$1.24MGross asset value
Form D fundraising filings
West Mountain Tactical European Finance (U.S.) SPV L.P.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-8857853381
- Reported beneficial owners
- 5
- Minimum commitment
- $1M
- Form D file number
- 021-253178
Form ADV 1494918 · Feb 23, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WEST MOUNTAIN TACTICAL EUROPEAN FINANCE SPV, LTDHedge Fund · Last reported Jul 29, 2016$0Gross asset value
Form D fundraising filings
West Mountain Tactical European Finance SPV LTD.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-6620759904
- Reported beneficial owners
- 0
- Minimum commitment
- $1M
- Form D file number
- 021-253181
Form ADV 1032329 · Jul 29, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
900 S. FEDERAL HIGHWAY, SUITE 310STUART, FL, 34994, United States
CRD 144674
Filing source
Form ADV 2072408 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.