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Westlb Asset Management (Us) LLC (New York)


Westlb Asset Management (Us) LLC is a large advisory firm based in New York. It manages $27.48 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Delaware and New York.

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Westlb Asset Management (Us) provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Westlb Asset Management (Us): assets under management

The assets under management (AUM) of Westlb Asset Management (Us) LLC is $27.48 billion. The firm's AUM has grown by 240% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14 billion in discretionary accounts and $13.48 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.67 billion each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.35 billion.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Westlb Asset Management (Us) LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Westlb Ag Parent company 1 Jul 2001 75% - 100% foreign entity

Based in New York

The principal office where Westlb Asset Management (Us) LLC performs its advisory services is located at 1211 Avenue Of The Americas, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-852-5997 or by fax 212-597-8328. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.westam.com.


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