WESTWARD PARTNERS LLC

RIASEC RegisteredEst. 2023
Total AUM
$374M
Discretionary
$374M
100% of AUM
Avg account
$41.6M
Accounts
9
Employees
5
Advisory reps
3

Firm details

Headquarters
SEATTLE, Washington
CRD number
300994
Registered since
September 13, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Westward Partners LLC is a limited liability company formed as an SEC-registered adviser in 2023 that operates as a private equity fund manager serving institutional investors. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and it frequently takes sponsor/GP and managing-member roles in those vehicles. Fee arrangements include a combination of percentage-of‑AUM charges, performance-based fees and other negotiated structures consistent with private fund economics. Westward is not positioned as a broad capital allocator to public markets; instead its mandate emphasizes private fund formation and active management of pooled private equity interests. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

3 of 3
  • ROBERT BALDRIDGE

    Founding PartnerCRD 2933083

  • ERIK TOLZMANN

    Founder & PartnerCRD 3157821

  • BRIAN ERKE

    PartnerCRD 4709982

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

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
2412 Westlake Ave N
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth