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WESTHAMPTON CAPITAL
WESTHAMPTON CAPITAL, LLC
CRD 119176 · SEC 801-80073
2150 COUNTRY CLUB RD, SUITE 250, WINSTON-SALEM, NC, 27104, United States
Phone
336-725-5579
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.5M
Discretionary AUM
$238.5M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $25.4M |
| High net worth individuals | 37 | $212.5M |
| Charitable organizations | 1 | $687K |
States served
IN, NC, SC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD