Westward Partners LLC
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 300994
- Registered since
- September 13, 2023
- Website
- www.westwardpartnersllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Robert Baldridge
Founding PartnerCRD 2933083
Erik Tolzmann
Founder & PartnerCRD 3157821
Brian Erke
PartnerCRD 4709982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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