Westbound Equity Management, LLC

Fee-Only (% of Portfolio)

Westbound Equity Management manages investments for venture capital funds and related investment vehicles. Westbound tailors its investment advice to the specific goals outlined in each fund's documents. Westbound does not offer wrap fee programs.

Assets Under Management$150M
Clients5
AdvisorsN/A
Avg. per Client$29M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Westbound Equity Management manages investments for venture capital funds. The firm receives management fees as a percentage of committed capital. The proportion of the fee payable by each investor will vary based on a variety of factors including the size of a particular investor’s commitment. After the commitment period expires, the fund’s management fee will be a percentage of funded commitments in respect of investments which may be reduced according to the terms of the fund’s management agreement.

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