West Rim Capital Associates Ii, L.p.

West Rim Capital Associates II, L.P. is an investment adviser registered with the SEC, managing $1.6 billion in client assets as of December 31, 2024. The firm, established in Delaware, provides investment supervisory services to private investment-related funds, primarily focusing on lower middle-market buyout and growth equity investments. The firm's investment strategy involves identifying, evaluating, negotiating, managing, and monitoring investment opportunities in operating entities. The firm charges a maximum management fee of 2.5% of aggregate investor capital commitments, with potential reductions based on certain circumstances. Additionally, the firm may receive a carried interest of up to 25% of realized profits. The firm's investment philosophy includes a long-term approach, with investments primarily in privately held companies. The firm's brokerage practices prioritize best price and execution capability, considering factors such as prompt execution, reliability, integrity, and research services provided by brokers. The firm has discretion over client investments and may enter into side letter arrangements with certain investors. The firm has adopted Proxy Voting Policies and Procedures to ensure proxy votes align with the best interests of the Funds. For further details on the firm's policies and practices, interested parties can contact Tom Pierce at (801) 407-8400.