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WESTBECK CAPITAL MANAGEMENT LLP

LONDON, ENGLAND, United Kingdom · CRD 324606 · IAPD ↗ · 442080510888

$404.2MRegulatory AUM
2Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

36
July 2026 — WESTBECK CAPITAL MANAGEMENT LLP reported RAUM up 41% ($286.7M -> $404.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
23
July 2025 — WESTBECK CAPITAL MANAGEMENT LLP shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.