NEW WEST Asset Management
SEC RegisteredMeasure what matters. Own what endures.
About the firm
New West Capital is an SEC-registered independent investment firm focused on owning high-quality businesses. Their process is quantitative first, taking a systematic and data centric approach to the evaluation of business quality.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Quality-focused investment strategies delivered through individually managed accounts; sub-advisory and model delivery for advisory partners via CoreQ™ driven strategies; and a forthcoming CoreQ™ ETF providing equal weight exposure to the top 100 highest quality companies in the S&P 500.
Who they serve
Individual investors seeking direct investing strategies and advisors (advisory partners) seeking systematic quality equity strategies for their client portfolios.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 17 | $2.5M |
| Pension/Profit Sharing Plans | 2 | $10M |
1 total clients reported on Form ADV.
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 1.50% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEW WEST Asset Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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