WESTBOURNE INVESTMENTS, INC.
Adviser information for WESTBOURNE INVESTMENTS, INC. last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 6 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 451 | $151.8M |
Non-Discretionary | 0 | $0 |
Total | 451 | $151.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 189 | $50.2M |
HNW Individuals | 13 | $84.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 2 | $16.7M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-36800 |
---|---|
SEC ERA File Number | 801-36800 |
SEC CIK Numbers | None |
SEC CRD Numbers | 37499 |
Legal Entity Identifier | None |
Principal Office
2121 EISENHOWER AVE STE 605ALEXANDRIA
VA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 703-294-6880, Fax: 703-294-6850
Websites
Chief Compliance Officer
PATRICK WALSH
PRESIDENT
2121 EISENHOWER AVE STE 605
ALEXANDRIA
VA
United States
Tel:
7036838488
Fax:
7036831496
P*****@****************M
(Full email address available in API data)
Regulatory Contact
RICK PICON
MANAGING DIRECTOR
2121 EISENHOWER AVE STE 605
ALEXANDRIA
VA
United States
Tel:
7036838488
Fax:
7036831496
R*****@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LONG, ROBERT, EUGENE | Individual | – | CEO | 01/2012 | 50-75% |
DELCOLLIANO, MICHAEL, CARLO | Individual | – | MANAGING DIRECTOR | 06/2012 | < 5% |
WALSH, PATRICK, MATTHEW | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2012 | 25-50% |
PICON, RICK, LOPEZ | Individual | – | ACCOUNT EXECUTIVE | 06/2012 | 5-10% |