# WEST BRANCH CAPITAL LLC

WEST BRANCH CAPITAL LLC of AMHERST, MA is an SEC-registered investment adviser.

## Registration

- CRD: 133813
- Type: SEC-registered investment adviser
- SEC file number: 801-78332
- Location: 9 RESEARCH DRIVE, SUITE 1, AMHERST, MA, 01002
- Phone: 833-888-0534; 413-256-1225
- Latest filing: 2026-02-13
- Regulatory AUM: $690.1M
- Discretionary AUM: $679.5M
- Non-discretionary AUM: $10.6M
- Clients: 9
- Accounts: 1,255

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Ayaz Mahmud | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, FOUNDER & CEO | Hingham, MA |
| MAHMUD AYAZ | CHIEF COMPLIANCE OFFICER; FOUNDER/CEO; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SINGER ANN TERRY | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | — |
| GASS JAMES ANDREW | MEMBER | — |
| GASS JAMES A | NONE | — |
| MAHMUD LORI | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HYANNIS | MA | 2 | 833-888-0534 |
| HINGHAM | MA | 2 | 833-888-0534 |
| WILLIAMSVILLE | NY | 2 | 833-888-0534 |
| HYANNIS | MA | 2 | 833-888-0534 |
| HINGHAM | MA | 2 | 833-888-0534 |
| WILLIAMSVILLE | NY | 2 | 833-888-0534 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133813/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133813/similar
- Related entities: https://search.stillhousedata.com/firm/133813/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133813

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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.