Westward Partners LLC

Fee-Only (% of Portfolio)

Westward Partners provides investment advice to private investment funds. These funds are generally formed to invest in a single private company. Westward manages these funds according to their operating agreements and doesn't tailor them to individual investors. Investors should consider whether a fund meets their investment objectives and risk tolerance before investing. Westward's compensation includes an asset-based management fee and a performance-based fee.

Assets Under Management$350M
Clients8
Advisors3
Avg. per Client$44M
Avg. per Advisor$120M

Fee Structure

Investment management only (planning not offered)

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.

Loading...
Location

3 Advisors at this firm

Westward Partners LLC | TrueAdvisor