Data / Investment advisers / Washington / Westward Partners LLC
Westward Partners LLC, Seattle, WA: $374 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Westward Partners LLC is an SEC registered investment adviser with its main office in Seattle, Washington and reports $374 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 9 private funds.
The request: Watch Westward Partners LLC (CRD number 300994): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 300994
- SEC file number
- 801-128729
- SEC status
- Approved, effective September 13, 2023
- Legal name
- Westward Management Company II LLC
- Main office
- 2412 Westlake Ave N Suite 4, Seattle, WA 98109
- Phone
- (206) 669-4007
- Website
- westwardpartnersllc.com
- Regulatory AUM
- $374,040,003 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $374,040,003
- Accounts
- 9
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 9: 9 private equity funds
- Gross assets of private funds
- $374,043,002
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 | 9 | $374 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $374 million | March 31, 2026 |
| December 1, 2025 | $348.6 million | April 28, 2025 |
Other advisers in Seattle
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Westriver Management, LLC | Seattle | $444.4 million | 27 | adviserinfo.sec.gov |
| Lakeside Advisors Inc | Seattle | $412.2 million | Not listed | adviserinfo.sec.gov |
| Helm Capital Management | Seattle | $400.8 million | Not listed | adviserinfo.sec.gov |
| Rainier Capital Partners LP | Seattle | $379.5 million | 3 | adviserinfo.sec.gov |
| Bear Mountain Capital Inc. | Seattle | $375 million | 1 | adviserinfo.sec.gov |
| Kunath Karren Rinne & Atkin LLC | Seattle | $373 million | Not listed | adviserinfo.sec.gov |
| Sonata Capital Group Inc | Seattle | $360.7 million | Not listed | adviserinfo.sec.gov |
| Elliott Cove Capital Management | Seattle | $348.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Seattle, WA
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Westward Partners 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.