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Paul Cyril Westhead

Rimrock Capital Management LLC

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About Paul Cyril Westhead

Paul Cyril Westhead is an active investment advisor representative with Rimrock Capital Management LLC. Paul Westhead has been in the industry since April 1, 2002. Paul Westhead's firm Rimrock Capital Management LLC is a registered investment advisor with the state of California. The firm is based in Irvine, California, and has 6 investment advisor representatives, 3 registered representatives, and 12 investment advisory functions. Rimrock Capital Management LLC manages over $3 Billion in assets for 20 clients. The firm specializes in providing investment advice to charitable organizations and pooled investment vehicles.

Firm Information

Paul Westhead is currently registered with Rimrock Capital Management LLC. Rimrock Capital Management LLC is an investment advisor registered with the SEC and located in Irvine, CA. The firm advises pooled investment vehicles and businesses. Rimrock Capital Management LLC has approximately $3.11 billion in regulatory assets under management.
Rimrock Capital Management LLC

100 INNOVATION DRIVE

IRVINE, CA 92617-3040

$3.11B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Paul Westhead’s Registration & Firm History

CA

05/10/2006 - Present

Rimrock Capital Management LLC (IRVINE CA)

OR

12/22/2014 - 12/31/2019

DLX FINANCIAL GROUP, LLC (MEDFORD OR)

CA

03/08/2004 - 07/15/2004

OCM INVESTMENTS, LLC (LOS ANGELES CA)

NY

11/05/1996 - 08/04/2000

PIMCO FUNDS DISTRIBUTORS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/09/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/09/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/08/1993

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Cyril Westhead.
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