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WESTMINSTER CONSULTING, LLC, CRD 160225
ROCHESTER, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| PATTON, SEAN, DAVID | MANAGING MEMBER | D | yes | 01/2012 | Feb 1, 2017 | Mar 29, 2021 |
| ZAMIARA, THOMAS, FRED | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | yes | 01/2012 | Feb 1, 2017 | Mar 29, 2021 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2020 | Mar 29, 2021 | $5.6B | $584M | 10 | 4 | 0 | n/a | n/a |
| 2019 | Jun 5, 2020 | $5.4B | $558M | 10 | 4 | 0 | n/a | n/a |
| 2018 | Mar 27, 2019 | $4.6B | $133M | 10 | 4 | 1 | n/a | n/a |
| 2017 | Mar 22, 2018 | $4.0B | $174M | 10 | 4 | 1 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2020 | $5.6B | $5.4B | 3.2% | $4.0B | 11.7% | 10 | 10 | 0 | 0 |