Westward Partners LLC

Westward Partners LLC, also known as Westward Management Company II LLC, was established in 2010 and is located in Seattle, Washington. The firm specializes in providing investment advisory services to private funds, focusing on control investments in lower middle market companies in the Pacific Northwest. They manage approximately $348.6 million of client assets on a discretionary basis as of December 31, 2024. Westward charges management fees based on assets under management and may receive performance-based fees. The firm's investment strategy involves creating durable partnerships with companies in high-cost industries with sustainable cash flow and growth opportunities. Investors in their private funds are typically institutional investors and high-net-worth individuals who meet specific criteria. Westward operates as a fiduciary, acting in the best interest of clients, and discloses potential conflicts of interest related to trading, financial interests, and co-investment opportunities. The firm does not compensate third parties for client referrals and does not maintain physical custody of fund assets, which are held by independent custodians. Westward has full discretionary authority over managing fund assets and votes on matters related to portfolio companies in the best interest of the funds.