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| Happy Holidays!! thanks for using AUM13F!! |
| Westward Management Company II LLC
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| CRD # | 300994 |
| SEC # | 801-128729 |
| CIK # | |
| AUM | $348.6 M (2025-04-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 206-669-4007 |
| Address | 2412 Westlake Ave N Seattle, WA 98109 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Globe Investco LLC | [2024-07-08] | 41.2 | 50.1 |
| PE | Three Bears Investco LLC | [2023-03-31] | 30.7 | 53.2 |
| PE | Superfeet Investco Int'l LP | [2022-03-22] | 37.3 | 54.3 |
| PE | Superfeet Investco US II LLC | [2022-03-22] | 2.3 | 3.4 |
| PE | Superfeet Investco US LLC | [2022-03-22] | 39.4 | 57.3 |
| PE | Cascade Investco LLC | 2021-03-30 | 2.4 | |
| PE | Grant Investco LLC | 2021-03-30 | 93.1 | |
| PE | Westward Partners Fund I LP | [2019-03-20] | 76.0 | 34.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 348.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 348.6 |
| By Discretionary | ||
| Discretionary | 8 | 348.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 348.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.6 | |
| Total | 8 | 348.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Erik Tolzmann | 8 | ||
| Robert Baldridge | 6 | ||
| Andy Baldridge | 4 | ||
| Superfeet Manager LLC | 3 | ||
| Three Bears Manager LLC | 1 | ||
| Superfeet GP LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sterling Fund Management LLC
✚
|
IL | 0.4 |
|
Arctaris Impact Investors LLC
✚
|
MA | 0.4 |
|
Auldbrass Partners LP
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|
NY | 0.3 |
|
Continuim Equity Partners LP
✚
|
PA | 0.3 |
|
Waterequity LLC
✚
|
MO | 0.3 |
|
Black Dragon Capital Investment Management LLC
✚
|
0.3 | |
|
CREO Capital Partners Management LLC
✚
|
FL | 0.3 |
|
Health Catalyst Capital Management LLC
✚
|
NY | 0.3 |
|
Bluestone Equity Partners LP
✚
|
NY | 0.3 |
|
Eureka Equity Partners LP
✚
|
PA | 0.3 |