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Adviser Profile

As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 4
Registration SEC, Approved, 09/13/2023
Other registrations (2)
Former registrations

WESTWARD MANAGEMENT COMPANY II LLC

AUM* 348,629,187
of that, discretionary 348,629,187
Private Fund GAV* 348,629,365 20.85%
Avg Account Size 43,578,648
SMA’s No
Private Funds 8
Contact Info 206 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$298,560,973
Fund TypeOther Private Fund Count1 GAV$50,068,392

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Brochure Summary