Westward Partners LLC

RIASEC RegisteredEst. 2023
Total AUM
$374M
Discretionary
$374M
100% of AUM
Avg account
$41.6M
Accounts
9
Employees
5
Advisory reps
3

Firm details

Headquarters
Seattle, Washington
CRD number
300994
Registered since
September 13, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Westward Partners LLC is an SEC-registered private equity firm formed as a limited liability company and registered with the SEC in 2023. It serves institutional clients and focuses on portfolio management of pooled investment vehicles, acting in sponsor, general partner and managing member roles for its funds. The firm’s compensation structure includes a percentage-of-AUM fee component as well as performance-based fees and other arrangements consistent with private equity fund economics. Westward Partners is not classified as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser. Ownership is held at the individual level.

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

Contacts

3 of 3
  • Robert Baldridge

    Robert Baldridge

    Founding PartnerCRD 2933083

  • Erik Tolzmann

    Erik Tolzmann

    Founder & PartnerCRD 3157821

  • Brian Erke

    Brian Erke

    PartnerCRD 4709982

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

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
2412 Westlake Ave N
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth