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| Westward Management Company II LLC
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|---|---|
| CRD # | 300994 |
| SEC # | 801-128729 |
| CIK # | |
| AUM | 374.0 M (2026-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 206-669-4007 |
| Address | 2412 Westlake Ave N Seattle, WA 98109 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Synapse Investco LLC | 2026-03-31 | 27.2 M | |
| PE | Globe Investco LLC | [2024-07-08] | 41.2 M | 50.2 M |
| Offered $41,250,000 · Filed 2024-06-12 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Three Bears Investco LLC | [2023-03-31] | 30.7 M | 48.3 M |
| Offered $30,690,285 · Filed 2024-10-08 (D/A) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Superfeet Investco Int'l LP | [2022-03-22] | 37.3 M | 54.4 M |
| Offered $37,261,000 · Filed 2021-06-30 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Superfeet Investco US II LLC | [2022-03-22] | 2.3 M | 3.4 M |
| Offered $2,326,000 · Filed 2021-06-30 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Superfeet Investco US LLC | [2022-03-22] | 39.4 M | 57.4 M |
| Offered $39,354,000 · Filed 2021-06-30 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Cascade Investco LLC | 2021-03-30 | 2.4 M | |
| PE | Grant Investco LLC | 2021-03-30 | 94.9 M | |
| PE | Westward Partners Fund I LP | [2019-03-20] | 76.0 M | 35.8 M |
| Offered $76,000,000 · Filed 2019-03-06 (D) · Exemption 506(b) · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 374.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 374.0 |
| By Discretionary | ||
| Discretionary | 9 | 374.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 374.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 90.7 | |
| United States Persons | 283.4 | |
| Total | 9 | 374.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Erik Tolzmann | Executive Officer | 8 | 2 | |
| Robert Baldridge | Executive Officer | 6 | 2 | |
| Andy Baldridge | Executive Officer | 4 | 2 | |
| Superfeet Manager LLC | Executive Officer | 3 | 2 | |
| Three Bears Manager LLC | Director | 1 | 1 | |
| Superfeet GP LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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