Westbound Equity Management, LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 306955
- Registered since
- February 5, 2026
- Website
- westboundequity.com
- 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 an SEC-registered investment adviser organized as a limited liability company and positioned as a venture capital fund manager. The firm primarily provides portfolio management for pooled investment vehicles and acts as sponsor, general partner and managing member of its funds. Its clients are institutional investors, and its compensation combines a percentage-of-AUM component with performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 1
Peter Galloway
Chief Compliance OfficerCRD 4830279
Contacts
2 of 2
Sean 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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