Active
WEST BRANCH CAPITAL LLC
Investment Advice|AMHERST, MA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$630.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 602.0M |
| Non-Discretionary | 28.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 133813 |
| SEC Number | 801-78332 |
| Street Address | 9 RESEARCH DRIVE |
| Street Address 2 | SUITE 1 |
| Location | AMHERST, MA 01002 |
| Country | United States |
| Phone | 833-888-0534; 413-256-1225 |
| Fax | 413-253-5838 |
| Total Employees | 9 |
Client Count by Type (371 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 209 |
| Individuals (other than H… | 162 |
Community Partners
AMHERST, TOWN OF
BILLY METHOT LANDSCAPING, INC
CITY OF AMHERST TOWN
CITY OF EASTHAMPTON TOWN
CITY OF NORTHAMPTON
COLLABORATIVE FOR EDUCATIONAL SERVICE
TOWN OF BELCHERTOWN
TOWN OF CHESTERFIELD
TOWN OF CUMMINGTON
TOWN OF GOSHEN
TOWN OF GRANBY
TOWN OF HADLEY
TOWN OF HATFIELD
TOWN OF HUNTINGTON
TOWN OF MIDDLEFIELD
TOWN OF PELHAM
TOWN OF PLAINFIELD
TOWN OF SOUTHAMPTON
TOWN OF SOUTH HADLEY
TOWN OF WARE
AMHERST, TOWN OF
BILLY METHOT LANDSCAPING, INC
CITY OF AMHERST TOWN
CITY OF EASTHAMPTON TOWN
CITY OF NORTHAMPTON
COLLABORATIVE FOR EDUCATIONAL SERVICE
TOWN OF BELCHERTOWN
TOWN OF CHESTERFIELD
TOWN OF CUMMINGTON
TOWN OF GOSHEN
TOWN OF GRANBY
TOWN OF HADLEY
TOWN OF HATFIELD
TOWN OF HUNTINGTON
TOWN OF MIDDLEFIELD
TOWN OF PELHAM
TOWN OF PLAINFIELD
TOWN OF SOUTHAMPTON
TOWN OF SOUTH HADLEY
TOWN OF WARE
AMHERST, TOWN OF
BILLY METHOT LANDSCAPING, INC
CITY OF AMHERST TOWN
CITY OF EASTHAMPTON TOWN
CITY OF NORTHAMPTON
COLLABORATIVE FOR EDUCATIONAL SERVICE
TOWN OF BELCHERTOWN
TOWN OF CHESTERFIELD
TOWN OF CUMMINGTON
TOWN OF GOSHEN
TOWN OF GRANBY
TOWN OF HADLEY
TOWN OF HATFIELD
TOWN OF HUNTINGTON
TOWN OF MIDDLEFIELD
TOWN OF PELHAM
TOWN OF PLAINFIELD
TOWN OF SOUTHAMPTON
TOWN OF SOUTH HADLEY
TOWN OF WARE
Municipal Government
23 Active
23
Organizations
AMHERST HOUSING AUTHORITY
BELCHERTOWN HOUSING AUTHORITY
BELCHERTOWN TOWN OF BUSINESS ONLY
BELCHERTOWN WATER DISTRICT
EASTHAMPTON HOUSING AUTHORITY
FIRE DISTRICT NO. 1
GRANBY HOUSING AUTHORITY
HADLEY HOUSING AUTHORITY
HAMPDEN HAMPSHIRE CONSERVATION DISTRICT
HAMPSHIRE COUNTY REGIONAL HOUSING AUTHORITY
HATFIELD HOUSING AUTHORITY
NORTHAMPTON HOUSING AUTHORITY
SOUTHAMPTON HOUSING AUTHORITY
SOUTH HADLEY FIRE DISTRICT 2
SOUTH HADLEY HOUSING AUTHORITY
SOUTH HADLEY TOWN FIRE DISTRICT 1
WIREDWEST MUNICIPAL LIGHT COOPERATIVE
WORTHINGTON FIRE DISTRICT
AMHERST HOUSING AUTHORITY
BELCHERTOWN HOUSING AUTHORITY
BELCHERTOWN TOWN OF BUSINESS ONLY
BELCHERTOWN WATER DISTRICT
EASTHAMPTON HOUSING AUTHORITY
FIRE DISTRICT NO. 1
GRANBY HOUSING AUTHORITY
HADLEY HOUSING AUTHORITY
HAMPDEN HAMPSHIRE CONSERVATION DISTRICT
HAMPSHIRE COUNTY REGIONAL HOUSING AUTHORITY
HATFIELD HOUSING AUTHORITY
NORTHAMPTON HOUSING AUTHORITY
SOUTHAMPTON HOUSING AUTHORITY
SOUTH HADLEY FIRE DISTRICT 2
SOUTH HADLEY HOUSING AUTHORITY
SOUTH HADLEY TOWN FIRE DISTRICT 1
WIREDWEST MUNICIPAL LIGHT COOPERATIVE
WORTHINGTON FIRE DISTRICT
AMHERST HOUSING AUTHORITY
BELCHERTOWN HOUSING AUTHORITY
BELCHERTOWN TOWN OF BUSINESS ONLY
BELCHERTOWN WATER DISTRICT
EASTHAMPTON HOUSING AUTHORITY
FIRE DISTRICT NO. 1
GRANBY HOUSING AUTHORITY
HADLEY HOUSING AUTHORITY
HAMPDEN HAMPSHIRE CONSERVATION DISTRICT
HAMPSHIRE COUNTY REGIONAL HOUSING AUTHORITY
HATFIELD HOUSING AUTHORITY
NORTHAMPTON HOUSING AUTHORITY
SOUTHAMPTON HOUSING AUTHORITY
SOUTH HADLEY FIRE DISTRICT 2
SOUTH HADLEY HOUSING AUTHORITY
SOUTH HADLEY TOWN FIRE DISTRICT 1
WIREDWEST MUNICIPAL LIGHT COOPERATIVE
WORTHINGTON FIRE DISTRICT
Special District
18 Active
18
Organizations
AMHERST-PELHAM REG SCH DIST
AMHERST TOWN PUBLIC SCHOOL
BELCHERTOWN PUBLIC SCHOOLS
CHESTERFIELD-GOSHEN REG SCH DIST
EASTHAMPTON CITY SCHOOLS
GATEWAY REG SCH DIST
GRANBY TOWN SCH
HADLEY TOWN SCH
HAMPSHIRE REG SCH DIST
HATFIELD TOWN SCHOOLS
NORTHAMPTON CITY SCH
NORTHAMPTON-SMITH VOC. SCH.
PELHAM PUBLIC SCHOOL
SOUTHAMPTON SCH SYSTEM
SOUTH HADLEY TOWN SCHOOL
SUPERVISORY 66
WARE PUBLIC SCHOOLS
WESTHAMPTON SCH SYSTEM
WILLIAMSBURG SCH SYSTEM
WORTHINGTON TOWN SCH
AMHERST-PELHAM REG SCH DIST
AMHERST TOWN PUBLIC SCHOOL
BELCHERTOWN PUBLIC SCHOOLS
CHESTERFIELD-GOSHEN REG SCH DIST
EASTHAMPTON CITY SCHOOLS
GATEWAY REG SCH DIST
GRANBY TOWN SCH
HADLEY TOWN SCH
HAMPSHIRE REG SCH DIST
HATFIELD TOWN SCHOOLS
NORTHAMPTON CITY SCH
NORTHAMPTON-SMITH VOC. SCH.
PELHAM PUBLIC SCHOOL
SOUTHAMPTON SCH SYSTEM
SOUTH HADLEY TOWN SCHOOL
SUPERVISORY 66
WARE PUBLIC SCHOOLS
WESTHAMPTON SCH SYSTEM
WILLIAMSBURG SCH SYSTEM
WORTHINGTON TOWN SCH
AMHERST-PELHAM REG SCH DIST
AMHERST TOWN PUBLIC SCHOOL
BELCHERTOWN PUBLIC SCHOOLS
CHESTERFIELD-GOSHEN REG SCH DIST
EASTHAMPTON CITY SCHOOLS
GATEWAY REG SCH DIST
GRANBY TOWN SCH
HADLEY TOWN SCH
HAMPSHIRE REG SCH DIST
HATFIELD TOWN SCHOOLS
NORTHAMPTON CITY SCH
NORTHAMPTON-SMITH VOC. SCH.
PELHAM PUBLIC SCHOOL
SOUTHAMPTON SCH SYSTEM
SOUTH HADLEY TOWN SCHOOL
SUPERVISORY 66
WARE PUBLIC SCHOOLS
WESTHAMPTON SCH SYSTEM
WILLIAMSBURG SCH SYSTEM
WORTHINGTON TOWN SCH
School District
20 Active
20
Organizations
276 PIONEER VALLEY CHAPTER OF TROUT UNLIMITED
AAA Full Circle Adoptions & Family Building Center Inc
Ab Imperio Inc
ABODES INC
Abortion Rights Fund of Western Massachusetts Inc
ACCOUNTABLE PUBLISHING INCORPORATED
ACS 22-24 NUTTING AVENUE INC
ACS 28-30 NUTTING AVENUEINC
ACTS OF HESED
ADAMS FOUNDATION
AFRICAN AFRICAN-AMERICAN DVLPMNT EDUCATION RESEARCH & TRNG INSTTUTE
AGNI INSTITUTE INCORPORATED
AISLING CENTER INC
ALLANA SMILES FOUNDATION INC
ALL HANDS ON DECK NETWORK INC
ALLIES IN RECOVERY
All Our Kids Inc
ALL OUT ADVENTURES INC
ALL TEAM INC
ALPHA PHI OMEGA
276 PIONEER VALLEY CHAPTER OF TROUT UNLIMITED
AAA Full Circle Adoptions & Family Building Center Inc
Ab Imperio Inc
ABODES INC
Abortion Rights Fund of Western Massachusetts Inc
ACCOUNTABLE PUBLISHING INCORPORATED
ACS 22-24 NUTTING AVENUE INC
ACS 28-30 NUTTING AVENUEINC
ACTS OF HESED
ADAMS FOUNDATION
AFRICAN AFRICAN-AMERICAN DVLPMNT EDUCATION RESEARCH & TRNG INSTTUTE
AGNI INSTITUTE INCORPORATED
AISLING CENTER INC
ALLANA SMILES FOUNDATION INC
ALL HANDS ON DECK NETWORK INC
ALLIES IN RECOVERY
All Our Kids Inc
ALL OUT ADVENTURES INC
ALL TEAM INC
ALPHA PHI OMEGA
276 PIONEER VALLEY CHAPTER OF TROUT UNLIMITED
AAA Full Circle Adoptions & Family Building Center Inc
Ab Imperio Inc
ABODES INC
Abortion Rights Fund of Western Massachusetts Inc
ACCOUNTABLE PUBLISHING INCORPORATED
ACS 22-24 NUTTING AVENUE INC
ACS 28-30 NUTTING AVENUEINC
ACTS OF HESED
ADAMS FOUNDATION
AFRICAN AFRICAN-AMERICAN DVLPMNT EDUCATION RESEARCH & TRNG INSTTUTE
AGNI INSTITUTE INCORPORATED
AISLING CENTER INC
ALLANA SMILES FOUNDATION INC
ALL HANDS ON DECK NETWORK INC
ALLIES IN RECOVERY
All Our Kids Inc
ALL OUT ADVENTURES INC
ALL TEAM INC
ALPHA PHI OMEGA
Nonprofit Organization
1257 Active
1257
Organizations
Community Partners111 organizations
AMHERST, TOWN OF
Municipal Government·AMHERST
BILLY METHOT LANDSCAPING, INC
Municipal Government·SOUTH HADLEY
CITY OF NORTHAMPTON
Municipal Government·NORTHAMPTON
COLLABORATIVE FOR EDUCATIONAL SERVICE
Municipal Government·NORTHAMPTON
TOWN OF CHESTERFIELD
Municipal Government·CHESTERFIELD
TOWN OF GOSHEN
Municipal Government·GOSHEN
TOWN OF HATFIELD
Municipal Government·HATFIELD
TOWN OF HUNTINGTON
Municipal Government·HUNTINGTON
TOWN OF PLAINFIELD
Municipal Government·PLAINFIELD
TOWN OF SOUTHAMPTON
Municipal Government·SOUTHAMPTON
TOWN OF WESTHAMPTON
Municipal Government·WESTHAMPTON
TOWN OF WORTHINGTON
Municipal Government·WORTHINGTON
AMHERST HOUSING AUTHORITY
Special District·AMHERST
BELCHERTOWN HOUSING AUTHORITY
Special District·BELCHERTOWN
BELCHERTOWN TOWN OF BUSINESS ONLY
Special District·BELCHERTOWN
BELCHERTOWN WATER DISTRICT
Special District·BELCHERTOWN
EASTHAMPTON HOUSING AUTHORITY
Special District·EASTHAMPTON
FIRE DISTRICT NO. 1
Special District·SOUTH HADLEY
GRANBY HOUSING AUTHORITY
Special District·GRANBY
HADLEY HOUSING AUTHORITY
Special District·HADLEY
HAMPDEN HAMPSHIRE CONSERVATION DISTRICT
Special District·HADLEY
HAMPSHIRE COUNTY REGIONAL HOUSING AUTHORITY
Special District·CUMMINGTON
HATFIELD HOUSING AUTHORITY
Special District·HATFIELD
NORTHAMPTON HOUSING AUTHORITY
Special District·NORTHAMPTON
SOUTH HADLEY FIRE DISTRICT 2
Special District·SOUTH HADLEY
SOUTH HADLEY HOUSING AUTHORITY
Special District·SOUTH HADLEY
WORTHINGTON FIRE DISTRICT
Special District·WORTHINGTON
CHESTERFIELD-GOSHEN REG SCH DIST
School District·WESTHAMPTON
SOUTHAMPTON SCH SYSTEM
School District·WESTHAMPTON
SUPERVISORY 66
School District·WESTHAMPTON
WESTHAMPTON SCH SYSTEM
School District·WESTHAMPTON
WILLIAMSBURG SCH SYSTEM
School District·WESTHAMPTON
276 PIONEER VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·BELCHERTOWN
AAA Full Circle Adoptions & Family Building Center Inc
Nonprofit Organization·Northampton
Ab Imperio Inc
Nonprofit Organization·Hadley
ABODES INC
Nonprofit Organization·Amherst
Abortion Rights Fund of Western Massachusetts Inc
Nonprofit Organization·AMHERST
ACCOUNTABLE PUBLISHING INCORPORATED
Nonprofit Organization·HAYDENVILLE
ACS 22-24 NUTTING AVENUE INC
Nonprofit Organization·Hadley
ACS 28-30 NUTTING AVENUEINC
Nonprofit Organization·Hadley
ACTS OF HESED
Nonprofit Organization·Southampton
ADAMS FOUNDATION
Nonprofit Organization·SOUTH HADLEY
AFRICAN AFRICAN-AMERICAN DVLPMNT EDUCATION RESEARCH & TRNG INSTTUTE
Nonprofit Organization·Belchertown
AGNI INSTITUTE INCORPORATED
Nonprofit Organization·HADLEY
AISLING CENTER INC
Nonprofit Organization·Belchertown
ALLANA SMILES FOUNDATION INC
Nonprofit Organization·Granby
ALL HANDS ON DECK NETWORK INC
Nonprofit Organization·NORTHAMPTON
ALLIES IN RECOVERY
Nonprofit Organization·Northampton
All Our Kids Inc
Nonprofit Organization·South Hadley
ALL OUT ADVENTURES INC
Nonprofit Organization·NORTHAMPTON
ALL TEAM INC
Nonprofit Organization·Northampton
ALPHA PHI OMEGA
Nonprofit Organization·Amherst
ALPHA PI MU ASSOCIATION
Nonprofit Organization·Amherst
Alpha Sigma Phi Fraternity Gamma Chapter
Nonprofit Organization·Amherst
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE IN
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·Northampton
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·South Hadley