WESTMOUNT PARTNERS, LLC – investment adviser, $5.94B regulatory AUM (Form ADV)

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	847	$5,098,766,085	85.9%
Charities	23	$318,356,572	5.4%
Individuals	571	$302,998,911	5.1%
Retirement plans	6	$111,884,667	1.9%
Corporations & businesses	16	$106,130,739	1.8%

Filing source

Form ADV 2106247 · May 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ASEAN CHINA INVESTMENT FUND II L.P.Private Equity Fund · Last reported Mar 23, 2012$149MGross asset value

Fund administrator JP MORGAN NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSE COOPERS NEW YORK, New York, United States

Custodian JP MORGAN NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-4884285793
Reported beneficial owners: 18
Minimum commitment: $5M
Form D file number: 021-137433

Form ADV 604966 · Mar 23, 2012 · 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.

ASEAN CHINA INVESTMENT FUND I L.P.Private Equity Fund · Last reported Mar 23, 2012$12.1MGross asset value

Fund administrator JP MORGAN NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSE COOPERS NEW YORK, New York, United States

Custodian JP MORGAN NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-4691487803
Reported beneficial owners: 15
Minimum commitment: $5M
Form D file number: 021-999999

Form ADV 604966 · Mar 23, 2012 · 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.

WESTMOUNT CAPITAL PARTNERS, LPOther Private Fund · Last reported Mar 28, 2025$51.9KGross asset value

Auditor BPM SANTA MONICA, California, United States

Custodian CHARLES SCHWAB PHOENIX, Arizona, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BPM
PCAOB 207

Fund details & source

Fund ID: 805-1224492930
Reported beneficial owners: 1
Minimum commitment: $50K
Form D file number: 021-9999999

Form ADV 1958892 · Mar 28, 2025 · 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: May 15, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

2049 CENTURY PARK EAST, SUITE 2500
LOS ANGELES, CA, 90067, United States

CRD 158857

Filing source

Form ADV 2106247 · May 15, 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.