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WEST RIM II UGP, LLC
CRD 339904File 801-137106
APPROVED
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.77B
Top 25% of cohort (national)
Discretionary AUM
$1.77B
Clients
23
23 accounts
Employees
30
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 14, 2026
- Principal office
- 2801 NORTH THANKSGIVING WAY, SUITE 200, LEHI, UT, 84048
- Phone
- 801-407-8400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.77B
- Discretionary AUM
- $1.77B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 23
- Non-discretionary accounts
- 0
- Total accounts
- 23
- AUM per client
- $76.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 23 | $1.77B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Registration | — | APPROVED |
| Aug 17, 2026 | Aum | — | 1769620424 |
| Aug 17, 2026 | Clients | — | 23 |
| Aug 17, 2026 | Accounts | — | 23 |
| Aug 17, 2026 | Employees | — | 30 |
| Aug 17, 2026 | Custody | — | true |
| Aug 17, 2026 | Disclosures | — | false |
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.