SourcingSourcing

WESTWARD MANAGEMENT COMPANY II LLC

C37
CRD 300994·SEC 801-128729·SEATTLE, WA
AUM
$374.0M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WESTWARD MANAGEMENT COMPANY II LLC
CRD
300994
SEC file #
801-128729
EIN
—
DBA names
Westward Partners Llc

Economics

AUM
$374.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$348.6M → $374.0M▲ +7%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
4 advisors → 5 advisors▲ +25%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
westwardpartnersllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BALDRIDGE, ROBERT, ANDREW
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BALDRIDGE, ROBERT, ANDREW
TOLZMANN, ERIK, STANLEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WESTWARDPARTNERSLLC.COM
Rdap Domain Creation Date
2010-02-03T04:02:13Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-03T04:02:13Z
Rdap Domain Last Changed
2023-12-04T09:12:18Z
Rdap Nameservers
Ns8.wixdns.netNs9.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
2933083
Trust Company Affiliate
No

People (3)

3
BALDRIDGE, ROBERT, ANDREW
IAR · Direct Owner · 62.5%
2933083
TOLZMANN, ERIK, STANLEY
IAR · Direct Owner · 62.5%
3157821
ERKE, BRIAN, GREGORY
IAR · Executive Officer · 2.5%
4709982