Westbridge Capital US Advisors, LP

RIASEC RegisteredEst. 2012
Total AUM
$7.9B
Discretionary
$7.9B
100% of AUM
Avg account
$1.1B
Accounts
7
Employees
90
Advisory reps
3

Firm details

Headquarters
San Mateo, California
CRD number
161527
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Westbridge Capital US Advisors, LP is a limited partnership that has been SEC-registered since 2012 and works primarily with institutional investors. The firm is structured as a multifaceted fund manager, with activities spanning hedge fund, private equity and venture capital strategies. Its core advisory role is portfolio management for pooled investment vehicles; it also sponsors and serves as general partner or managing member of those vehicles. Compensation is a combination of a percentage-of-AUM fee and performance-based fees. The firm is not identified as an active ESG investor and is not characterized as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Kshitij Shah

    Kshitij Shah

    Chief Operating Officer, Chief Financial Officer, and Chief Compliance OfficerCRD 6555688

Contacts

2 of 2
  • Peter Wendell

    Peter Wendell

    Senior AdvisorCRD 6042809

  • Sumir Chadha

    Sumir Chadha

    Managing PartnerCRD 2931504

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Mateo, CA

San Mateo

Location

San Mateo, CA

Headquartered in San Mateo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
520 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth