Data / Investment advisers / California / Westbound Equity Management, LLC
Westbound Equity Management, LLC, Palo Alto, CA: $146 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Westbound Equity Management, LLC is an SEC registered investment adviser with its main office in Palo Alto, California and reports $146 million in regulatory assets under management in its Form ADV filed January 23, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 306955
- SEC file number
- 801-134927
- SEC status
- Approved, effective February 5, 2026
- Main office
- 411 Kipling Street, Palo Alto, CA 94301
- Phone
- (650) 213-6213
- Website
- westboundequity.com
- Regulatory AUM
- $146,180,175 in the Form ADV filed January 23, 2026
- Discretionary AUM
- $146,180,175
- Accounts
- 5
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 5: 5 venture capital funds
- Gross assets of private funds
- $146,180,175
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $146.2 million |
Other advisers in Palo Alto
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Connective Capital Management, LLC | Palo Alto | $230.1 million | 2 | adviserinfo.sec.gov |
| Branson Frank a Inc | Palo Alto | $223.2 million | Not listed | adviserinfo.sec.gov |
| CSC Upshot Ventures Management, LLC | Palo Alto | $218.5 million | 1 | adviserinfo.sec.gov |
| Red Crane Wealth Management, LLC | Palo Alto | $151.6 million | 1 | adviserinfo.sec.gov |
| Holbrook Global Strategies | Palo Alto | $147 million | Not listed | adviserinfo.sec.gov |
| Mayfield Advisors, Inc. | Palo Alto | $143.5 million | Not listed | adviserinfo.sec.gov |
| Maya Advisors, Inc. | Palo Alto | $138.2 million | Not listed | adviserinfo.sec.gov |
| Stock Farm Partners LLC | Palo Alto | $137.7 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palo Alto, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Westbound Equity Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.