Westward Management Company Ii Llc
- Regulatory AUM
- $374M
- Discretionary
- $374M
- Clients
- 9
- Avg AUM / client
- $41.6M
- Accounts
- 9
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $374M | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $330M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Grant Investco, Llc | Private Equity Fund | Washington | $69.1M | 25 |
| Superfeet Investco (Us) Llc | Private Equity Fund | Delaware | $55.5M | 54 |
| Three Bears Investco Llc | Private Equity Fund | Washington | $53.2M | 23 |
| Superfeet Investco (Int'l) Lp | Private Equity Fund | Delaware | $52.6M | 15 |
| Globe Investco, Llc | Other Private Fund | Washington | $41.3M | 28 |
| Westward Partners Fund I, Lp | Private Equity Fund | Cayman Islands | $32.5M | 1 |
| Cascade Investco Llc | Private Equity Fund | Washington | $22.3M | 20 |
| Superfeet Investco (Us) Ii Llc | Private Equity Fund | Delaware | $3.3M | 3 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erik Stanley Tolzmann | Managing Member; Chief Compliance Officer | Jan 2010 (17y) | 50% – 75% | |
| Robert Andrew Baldridge | Managing Member | Jan 2010 (17y) | 50% – 75% | |
| Brian Gregory Erke | Partner | Mar 2019 (7y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $330M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Grant Investco, Llc | Private Equity Fund | $69.1M | $0 | 25 |
| Superfeet Investco (Us) Llc | Private Equity Fund | $55.5M | $0 | 54 |
| Three Bears Investco Llc | Private Equity Fund | $53.2M | $0 | 23 |
| Superfeet Investco (Int'l) Lp | Private Equity Fund | $52.6M | $0 | 15 |
| Globe Investco, Llc | Other Private Fund | $41.3M | $0 | 28 |
| Westward Partners Fund I, Lp | Private Equity Fund | $32.5M | $0 | 1 |
| Cascade Investco Llc | Private Equity Fund | $22.3M | $0 | 20 |
| Superfeet Investco (Us) Ii Llc | Private Equity Fund | $3.3M | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.96 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PORTFOLIO COMPANY CONSULTING FEES
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗