WEST BRANCH CAPITAL LLC of AMHERST, MA is an SEC-registered investment adviser (CRD 133813). Regulatory assets under management: $690.1M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth.
| 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 | — |