# WESTAM (USA) LTD.

WESTAM (USA) LTD. of ADDISON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 107471
- Type: SEC-registered investment adviser
- SEC file number: 801-38015
- Location: 15303 DALLAS PARKWAY, SUITE 650, ADDISON, TX, 75001
- Phone: 972-866-7880
- Latest filing: 2004-11-16
- Regulatory AUM: $352.6M
- Discretionary AUM: $349.8M
- Non-discretionary AUM: $2.8M
- Clients: 6
- Accounts: 14

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [PORTES SUSAN LIFSEY](https://search.stillhousedata.com/person/734104) | EXECUTIVE DIRECTOR, HEAD OF COMPLIANCE/NON-OWNER; HEAD OF COMPLIANCE; MANAGING DIRECTOR, HEAD OF COMPLIANCE/NON-OWNER | — |
| [SZIRMAI STEPHAN LADISLAUS](https://search.stillhousedata.com/person/784695) | HEAD OF NORTH AMERICA OPERATIONS | — |
| [TRILTSCH REINER](https://search.stillhousedata.com/person/784696) | CIO INTERNATIONAL EQUITIES; CIO INTERNATIONAL EQUITIES/NON-OWNER | — |
| [TRILTSCH REINER MARIA](https://search.stillhousedata.com/person/786906) | CIO INTERNATIONAL EQUITIES/NON-OWNER | — |
| [CAUDELL GREGORY K](https://search.stillhousedata.com/person/788378) | HEAD OF NORTH AMERICA OPERATIONS; HEAD OF NORTH AMERICA OPERATIONS/NON-OWNER | — |
| [VORBACH MARK](https://search.stillhousedata.com/person/804719) | REGIONAL CHIEF EXECUTIVE OFFICER FOR NORTH AMERICA/NON-OWNER | — |
| [VORBACH MARK ADRIAN](https://search.stillhousedata.com/person/805095) | REGIONAL CHIEF EXECUTIVE OFFICER FOR NORTH AMERICA/NON-OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107471/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107471/similar
- Related entities: https://search.stillhousedata.com/firm/107471/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107471

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.