WESTBOUND EQUITY MANAGEMENT, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 306955
- Registered since
- February 5, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Westbound Equity Management, LLC is organized as an LLC and operates primarily as a venture capital manager serving institutional investors. The firm is SEC-registered (registration year listed as 2026) and positions itself as a sponsor/GP and managing member of pooled investment vehicles rather than as a capital allocator. Its advisory role is focused on portfolio management for pooled investment vehicles, and its compensation model combines asset-based fees with performance-based fees. The firm is not an active ESG investor and is not registered as a multi-state adviser or pension consultant.
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
Owners & executives
1 of 1PETER GALLOWAY
Chief Compliance OfficerCRD 4830279
Contacts
2 of 2Sean Mendy
PartnerCRD 7230088
IAN BEADLE
PartnerCRD 6244301
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 411 Kipling St
- Time zone
- PT (UTC-8)
- Office locations
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