WESTBRIDGE CAPITAL US ADVISORS, LP

RIASEC RegisteredEst. 2012
Total AUM
$7.9B
Discretionary
$7.9B
100% of AUM
Avg account
$1.1B
Accounts
7
Employees
90
Advisory reps
3

Firm details

Headquarters
SAN MATEO, California
CRD number
161527
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Westbridge Capital US Advisors, LP is a limited partnership and SEC‑registered adviser (since 2012) that operates as a multi‑strategy fund manager with activities across private equity, venture capital and hedge fund strategies. The firm serves institutional clients and acts as sponsor/GP/managing member of pooled investment vehicles, providing portfolio management for those funds. Compensation includes a percentage‑of‑AUM fee schedule plus performance‑based fees. The firm is not identified as an active ESG investor and is not registered as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

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
  • KSHITIJ SHAH

    Chief Operating Officer, Chief Financial Officer, and Chief Compliance OfficerCRD 6555688

Contacts

2 of 2
  • PETER WENDELL

    Senior AdvisorCRD 6042809

  • SUMIR CHADHA

    Managing PartnerCRD 2931504

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

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
520 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth