Westbound Equity Management, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 306955
· SEC file 801-134927
· Palo Alto, CA
· westboundequity.com
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ADV data as of Jan 23, 2026
- Regulatory AUM
- $146M
- Discretionary
- $146M
- Clients
- 5
- Avg AUM / client
- $29.2M
- Accounts
- 5
- Employees
- 5
AUM over time
$146M
$146M
Nov 11, 2025
Jan 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $146M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $128M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Westbound Equity Fund Ii, L.P. | Venture Capital Fund | Delaware | $97.7M | 76 |
| Westbound Equity Fund, L.P. | Venture Capital Fund | Delaware | $25.1M | 80 |
| Westbound Spv I, Lp | Venture Capital Fund | Delaware | $4.4M | 15 |
| Westbound Spv Ii, Lp | Venture Capital Fund | Connecticut | $1.0M | 11 |
Private funds (4, $128M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Westbound Equity Fund Ii, L.P. | Venture Capital Fund | $97.7M | $25.0K | 76 |
| Westbound Equity Fund, L.P. | Venture Capital Fund | $25.1M | $25.0K | 80 |
| Westbound Spv I, Lp | Venture Capital Fund | $4.4M | $25.0K | 15 |
| Westbound Spv Ii, Lp | Venture Capital Fund | $1.0M | $25.0K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/23/2026 | 1.94 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
Services
- • Portfolio management for pooled investment vehicles
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: Jan 23, 2026.
View current Form ADV (SEC/IAPD) ↗