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WEST HORIZON CAPITAL

Legal name: WEST HORIZON CAPITAL, LLC

CRD 337734File 801-134347
APPROVED
Custody
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$282.8M
Below cohort median (national)
Discretionary AUM
$282.8M
Clients
3
3 accounts
Employees
4
Below cohort median in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Nov 14, 2025
Principal office
33 WITHERSPOON STREET, 2ND FLOOR, PRINCETON, NJ, 08542
Phone
640-203-4660

Assets & accounts

ADV Item 5F
Total regulatory AUM
$282.8M
Discretionary AUM
$282.8M
Non-discretionary AUM
$0
Discretionary accounts
3
Non-discretionary accounts
0
Total accounts
3
AUM per client
$94.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles3$282.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.