Brian Erke is a registered investment advisor at Westward Partners LLC, based in Seattle, WA, with 2 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westward Partners manages investments for private investment funds and receives fees for these services. The fees include an asset-based management fee deducted from the fund's assets and a performance-based fee based on realized gains from investments above a specific benchmark. Investors should refer to the specific fund's offering documents for a detailed description of the fees.
Location
2412 Westlake Ave N, Suite 4, Seattle, WA, 98109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian serves as a director for privately-held companies held in Westward Partners' fund portfolios. He considers this work part of his ongoing management role with Westward Partners and dedicates as much time as needed to fulfill the services provided.
Employment History
Current Registrations
Westward Partners LLC
State Registrations1 state
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