SourcingSourcing

12 WEST CAPITAL MANAGEMENT LP

C44
CRD 160197·SEC 801-73235·NEW YORK, NY
AUM
$1.35B
$1B+
Est. Revenue
$13.5M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$32.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
12 WEST CAPITAL MANAGEMENT LP
CRD
160197
SEC file #
801-73235
EIN
000000000
DBA names
—

Economics

AUM
$1.35B
AUM band
$1B+
AUM trajectory
'20'26
$1.82B → $1.35B▼ -26%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
8 advisors → 7 advisors▼ -12%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RAMIN, JOEL, NMN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
RAMIN, JOEL, NMN
12 WEST CAPITAL MANAGEMENT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001589327
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2013-10-16
Edgar Last Filing Date
2025-10-17
Edgar Form D Count
13
Edgar Form D Offerings
2025-10-172025-10-17 · 0000902664-25-004428
2024-10-182024-10-18 · 0000902664-24-005882

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs18
Morgan Stanley14
E*trade4
Edgar Addresses
Mailing
C/O MAPLES CORPORATE SERVICES LIMITEDULGAND HOUSE, PO BOX 309GRAND CAYMAN, NY, KY1-1104
Business
C/O MAPLES CORPORATE SERVICES LIMITEDULGAND HOUSE, PO BOX 309GRAND CAYMAN, NY, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-10-17 · 0000902664-25-004428
D/A2024-10-18 · 0000902664-24-005882
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6019837
Trust Company Affiliate
Yes

People (5)

5
RAMIN, JOEL, NMN
Direct Owner · 87.5%
6019837
HERR, JONATHAN, DICKSON
Executive Officer · 2.5%
1700025
MCGEEVER, LAURA, JEAN
Executive Officer · 2.5%
1423173
RONEY, JONATHAN, MICHAEL
Executive Officer · 2.5%
7090597
TENNY, JACQUELINE, FINN
Executive Officer · 2.5%
7892057