WESTROCK ASSET MANAGEMENT, LLC
Latest filing: May 07, 2025 (88 days ago)
AUM
$208,535,727
-50% change vs. 1 year ago
-47% change vs. 3 years ago
109% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
9
-10% change vs. 1 year ago
12% change vs. 3 years ago
-25% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
LITTLE ROCK, AR
4009 N. RODNEY PARHAM ROAD, LITTLE ROCK, AR, UNITED STATES, 72212
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.2 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| WESTROCK ALPHA GP, L.P. | $0.0 | - | |
| WESTROCK EQUITIES GP, LLC | $0.0 | - | |
| WESTROCK ABSOLUTE RETURN GP, LLC | $0.0 | - | |
| WESTROCK ARCH GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JEFFERY PASCOE | LITTLE ROCK | AR | S63|1989-11-29|S65|2015-06-26 | ||||||
| SCOTT FORD | LITTLE ROCK | AR | S63|1986-07-23|S65|2013-07-12 | ||||||
| BRADY PRESTON | LITTLE ROCK | AR | S65|2016-09-12 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.2 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $0.4 | -$0.2 | -50% | 10 | -1 | -10% |
| 2023-04-04 | $0.1 | $0.1 | 75% | 9 | 0 | 0% |
| 2022-04-01 | $0.4 | -$0.2 | -47% | 8 | 1 | 12% |
| 2021-04-05 | $0.1 | $0.1 | 79% | 7 | 2 | 29% |
| 2020-04-01 | $0.1 | $0.1 | 109% | 12 | -3 | -25% |
| 2019-04-01 | $0.2 | $0.0 | -10% | 12 | -3 | -25% |
| 2018-04-02 | $1.0 | -$0.8 | -80% | 12 | -3 | -25% |
| 2017-04-01 | $1.1 | -$0.9 | -81% | 16 | -7 | -44% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| AR, AR-08/22/2016 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV