AdvisorCensus / Financial advisors / New Jersey / Trenton / West Horizon Capital
West Horizon Capital
Filed as WEST HORIZON CAPITAL · Legal name West Horizon Capital, LLC
West Horizon Capital is an SEC-registered investment advisory firm in Princeton, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.
Quick answers
From the filingHow is West Horizon Capital compensated?
On its Form ADV (Item 5.E, October 2026), West Horizon Capital reports these compensation arrangements: a percentage of assets under its management.
How much does West Horizon Capital charge?
Its Form ADV Part 2A brochure dated February 18, 2026 states: Asset-based fee: 0.4% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is West Horizon Capital located?
West Horizon Capital's principal office is in Princeton, NJ, according to its Form ADV.
Is West Horizon Capital registered with the SEC or a state?
West Horizon Capital is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337734.
How much does West Horizon Capital manage?
West Horizon Capital reports $282,757,021 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).
What types of clients does West Horizon Capital serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).
Does West Horizon Capital report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337734
What changed in West Horizon Capital's recent Form ADV filings?
In the March 2026 filing data: Added the business name West Horizon Capital (Cyprus) Ltd. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.4% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
As a general matter, the Fund will pay the Adviser an asset-based investment management fee each month in advance ranging from 0.40% to 1.50% per annum of the net asset value of the respective Client
As stated in the firm's Form ADV Part 2A brochure dated February 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$282,757,021 as of October 2026, filing dated February 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- West Horizon Capital, LLC
- Also doing business as
- WEST HORIZON CAPITAL (CYPRUS) LTD
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- March 2026
- Added the business name West Horizon Capital (Cyprus) Ltd.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. West Horizon Capital (CRD 337734): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/west-horizon-capital-princeton-nj-337734