WESTWARD PARTNERS LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3ROBERT BALDRIDGE
Founding PartnerCRD 2933083
ERIK TOLZMANN
Founder & PartnerCRD 3157821
BRIAN ERKE
PartnerCRD 4709982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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