WEST RIM CAPITAL I, LLC

WEST RIM CAPITAL I, LLC of LEHI, UT is an SEC-registered investment adviser (CRD 124760). Regulatory assets under management: $1.3M.

Registration

CRD: 124760
SEC file number: 801-61778
Type: Registered investment adviser
Location: 3400 N. ASHTON BLVD., SUITE 400, LEHI, UT, 84043
Phone: 801-407-8400
Latest filing: 2017-03-30
Regulatory AUM: $1.3M
Discretionary AUM: $1.3M
Clients: 28
Accounts: 4

Officers, owners & control persons (6)

Name	Role	Location
BULLOCK DAVID FRASER	MEMBER, MANAGER	—
LAWSON RICHARD FRANKLIN	MEMBER; MEMBER, MANAGER	—
MIKA RONALD PAUL	MEMBER, MANAGER	—
YOUNG JON STEVEN	MEMBER; MEMBER, MANAGER	—
TILLERY DONNA BASINET	CHIEF COMPLIANCE OFFICER	—
DUNN DOUGLAS E	CCO; CFO; CFO AND CCO	—

Private funds (4)

Fund	Type	Formed	Owners	Gross asset value	Min investment
SORENSON CAPITAL PARTNERS, LP	Private Equity Fund	—	43	$1.2M	$1.0M
WEST RIM CAPITAL INVESTMENT PARTNERS, LP	Private Equity Fund	—	45	$114K	$10K
WEST RIM CAPITAL SPECIAL INVESTORS B, LLC	Private Equity Fund	—	1	$15K	$2.5M
WEST RIM CAPITAL SPECIAL INVESTORS, LLC	Private Equity Fund	—	1	$8K	$500K

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