RIA Intelligence

WESTWARD MANAGEMENT COMPANY II LLC

Legal name: WESTWARD PARTNERS LLC

CRD #300994 SEC #801-128729 SEATTLE, WA 206-669-4007
SEC Registered Private Funds
Total AUM
$348.6M
Discretionary
$348.6M
Employees
5
Clients
--
Accounts
8

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ERKE, BRIAN, GREGORYIPARTNERNA Control
ERKE, BRIAN, GREGORYIPARTNERNA Control
ERKE, BRIAN, GREGORYIPARTNERNA Control
ERKE, BRIAN, GREGORYIPARTNERNA Control
ERKE, BRIAN, GREGORYIPARTNERNA Control
ERKE, BRIAN, GREGORYIPARTNERNA Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
BALDRIDGE, ROBERT, ANDREWIMANAGING MEMBERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBER; CHIEF COMPLIANCE OFFICERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBER; CHIEF COMPLIANCE OFFICERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBER; CHIEF COMPLIANCE OFFICERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBER; CHIEF COMPLIANCE OFFICERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBER; CHIEF COMPLIANCE OFFICERD Control
TOLZMANN, ERIK, STANLEYIMANAGING MEMBER; CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Apr 28, 2025 REGISTERED

Notice Filings (1)

WA

Address

2412 WESTLAKE AVE N
SUITE 4
SEATTLE, WA 98109
United States
Phone: 206-669-4007