WESTBOUND EQUITY MANAGEMENT, LLC

RIASEC RegisteredEst. 2026
Total AUM
$146M
Discretionary
$146M
100% of AUM
Avg account
$29.2M
Accounts
5
Employees
5
Advisory reps
3

Firm details

Headquarters
PALO ALTO, California
CRD number
306955
Registered since
February 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Westbound Equity Management, LLC is organized as an LLC and operates primarily as a venture capital manager serving institutional investors. The firm is SEC-registered (registration year listed as 2026) and positions itself as a sponsor/GP and managing member of pooled investment vehicles rather than as a capital allocator. Its advisory role is focused on portfolio management for pooled investment vehicles, and its compensation model combines asset-based fees with performance-based fees. The firm is not an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • PETER GALLOWAY

    Chief Compliance OfficerCRD 4830279

Contacts

2 of 2
  • Sean Mendy

    PartnerCRD 7230088

  • IAN BEADLE

    PartnerCRD 6244301

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
411 Kipling St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth