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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WESTBOURNE INVESTMENTS, INC.

CRD 37499

ALEXANDRIA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:58d51cb8-01d0-d46b-dd99-12ef29648a67

Data as of Mar 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 2
On other graphs: 0
Observed: Mar 9, 2012 to Mar 29, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $276MItem 5.F on the latest filing (2026-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $276M
Private client RAUM: $251MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $55.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 393
Individual clients: 127
High net worth clients: 46
SEC number: 801-36800
CRD: 37499
Filings on the tape: 26
First filed: Mar 9, 2012
Latest filed: Mar 29, 2026
Organised: Corporation, VA
Website: westbourneinv.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
MICHAEL CARLO DELCOLLIANO	n/a	ALEXANDRIA, VA \| Keswick, VA	41	1	no
PATRICK MATTHEW WALSH	n/a	Winchester, VA \| ALEXANDRIA, VA	14	1	no
HENRY CHRISTOPHER PRAMOV	n/a	Arvada, CO \| ALEXANDRIA, VA	14	2	no
ROBERT DOUGLAS LONG	Chartered Financial Analyst	ALEXANDRIA, VA \| Vero Beach, FL	12	1	no
ADITYA BHATNAGAR	n/a	ALEXANDRIA, VA \| Fairfax, VA	17	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DELCOLLIANO, MICHAEL, CARLO	MANAGING DIRECTOR	Na	yes	06/2012	Mar 9, 2012	Oct 9, 2024
LONG, ROBERT, DOUGLAS	Ceo	D	yes	09/2024	Oct 9, 2024	Oct 9, 2024
PICON, RICK, LOPEZ	ACCOUNT EXECUTIVE/MANAGING DIRECTOR	A	yes	06/2012	Jun 14, 2012	Oct 9, 2024
WALSH, PATRICK, MATTHEW	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	yes	06/2012	Jun 14, 2012	Oct 9, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 29, 2026	$276M	$276M	7	5	0	n/a	n/a
2024	Apr 24, 2025	$221M	$221M	7	5	0	n/a	n/a
2023	Mar 14, 2024	$152M	$152M	7	5	0	n/a	n/a
2022	Mar 7, 2023	$190M	$190M	8	6	0	n/a	n/a
2021	Feb 17, 2022	$212M	$212M	8	6	0	n/a	n/a
2020	Feb 24, 2021	$189M	$189M	7	5	0	n/a	n/a
2019	Feb 5, 2020	$173M	$173M	7	5	0	n/a	n/a
2018	Feb 13, 2019	$135M	$135M	7	5	0	n/a	n/a
2017	Feb 1, 2018	$142M	$142M	6	5	0	n/a	n/a
2016	Mar 10, 2017	$131M	$131M	6	5	n/a	n/a	n/a
2015	Mar 1, 2016	$129M	$129M	8	6	n/a	n/a	n/a
2014	Mar 30, 2015	$122M	$122M	8	6	n/a	n/a	n/a
2013	Feb 21, 2014	$116M	$114M	8	6	n/a	n/a	n/a
2012	Mar 22, 2013	$100M	$97.4M	8	6	n/a	n/a	n/a
2011	Mar 9, 2012	$38.0M	$38.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$276M	$221M	25.0%	$190M	13.2%	7	7	0	0

Relationships

Registered with (7)

← ADITYA BHATNAGARAdvisorregistration: previous registration
Jan 11, 2016 to Dec 31, 2025factForm ADV
← MICHAEL CARLO DELCOLLIANOAdvisorregistration: previous registration
Mar 13, 2007 to Dec 31, 2025factForm ADV
← PATRICK MATTHEW WALSHAdvisorregistration: previous registration
Sep 29, 2017 to Dec 31, 2025factForm ADV
← HENRY CHRISTOPHER PRAMOVAdvisorregistration: previous registration
Jun 14, 2012 to Dec 31, 2025factForm ADV
← ROBERT DOUGLAS LONGAdvisorregistration: previous registration
Oct 30, 2024 to Dec 31, 2025factForm ADV
← NATHAN ANGEL FORRISTAL-GARCIAAdvisorregistration: previous registration
Mar 31, 2015 to Oct 13, 2017factForm ADV
← DANIEL STEVEN FEDERMANAdvisorregistration: previous registration
Jun 14, 2012 to Sep 2, 2016factForm ADV

Controls (4)

← DELCOLLIANO, MICHAEL, CARLOOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 9, 2012 to Oct 9, 2024factForm ADV
← WALSH, PATRICK, MATTHEWOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jun 14, 2012 to Oct 9, 2024factForm ADV
← PICON, RICK, LOPEZOwnerACCOUNT EXECUTIVE/MANAGING DIRECTOR, ownership code A, individual
Jun 14, 2012 to Oct 9, 2024factForm ADV
← LONG, ROBERT, DOUGLASOwnerCEO, ownership code D, individual
Oct 9, 2024 to Oct 9, 2024factForm ADV

Dated events

Occurred
Oct 9, 2024
Control person left
Eugene Robert Long (Ceo) no longer on Schedule A of Westbourne Investments, Inc. (listed 2024-07-19, absent 2024-10-09)
Form ADVobserved 4 days ago
Occurred
Oct 9, 2024
Control person joined
Douglas Robert Long (Ceo) appeared on Schedule A of Westbourne Investments, Inc.
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58d51cb8-01d0-d46b-dd99-12ef29648a67
First observed: Mar 9, 2012
Last observed: Mar 29, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WESTBOURNE INVESTMENTS, INC.

CRD 37499

ALEXANDRIA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:58d51cb8-01d0-d46b-dd99-12ef29648a67

Data as of Mar 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL CARLO DELCOLLIANO

n/a

ALEXANDRIA, VA | Keswick, VA

PATRICK MATTHEW WALSH

n/a

Winchester, VA | ALEXANDRIA, VA

HENRY CHRISTOPHER PRAMOV

n/a

Arvada, CO | ALEXANDRIA, VA

ROBERT DOUGLAS LONG

Chartered Financial Analyst

ALEXANDRIA, VA | Vero Beach, FL

ADITYA BHATNAGAR

n/a

ALEXANDRIA, VA | Fairfax, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DELCOLLIANO, MICHAEL, CARLO

MANAGING DIRECTOR

yes

06/2012

Mar 9, 2012

Oct 9, 2024

LONG, ROBERT, DOUGLAS

Ceo

yes

09/2024

Oct 9, 2024

PICON, RICK, LOPEZ

ACCOUNT EXECUTIVE/MANAGING DIRECTOR

yes

06/2012

Jun 14, 2012

Oct 9, 2024

WALSH, PATRICK, MATTHEW

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

06/2012

Jun 14, 2012

Oct 9, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 29, 2026

$276M

n/a

2024

Apr 24, 2025

$221M

n/a

2023

Mar 14, 2024

$152M

n/a

2022

Mar 7, 2023

$190M

n/a

2021

Feb 17, 2022

$212M

n/a

2020

Feb 24, 2021

$189M

n/a

2019

Feb 5, 2020

$173M

n/a

2018

Feb 13, 2019

$135M

n/a

2017

Feb 1, 2018

$142M

n/a

2016

Mar 10, 2017

$131M

n/a

2015

Mar 1, 2016

$129M

n/a

2014

Mar 30, 2015

$122M

n/a

2013

Feb 21, 2014

$116M

$114M

n/a

2012

Mar 22, 2013

$100M

$97.4M

n/a

2011

Mar 9, 2012

$38.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$276M

$221M

25.0%

$190M

13.2%