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Westward Management Company II LLC

● SEC registered since 2023CRD 300994SEC# 801-128729Seattle, WA
Export (members)
Ranks #4,288 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$374M
Fund GAV
$374M
Private funds
9
Employees
5
Accounts
9
Location
Seattle, WA

Westward Management Company II LLC assets under management

Westward Management Company II LLC operates as an SEC-registered investment adviser based in Seattle, WA. The firm has been registered since 2023. It reports $374 million in regulatory assets under management and employs 5 people. Westward Management Company II LLC manages 9 private funds with combined gross assets of $374 million, including Grant Investco, LLC. By regulatory assets, it ranks 4,288 of 6,004 private fund managers.

Westward Management Company II LLC private funds

9 funds · $374M GAV
FundTypeGross assetsMin.
Grant Investco, LLCPrivate Equity$94.9M
Superfeet Investco (US) LLCPrivate Equity$57.4M
Superfeet Investco (int'l) LPPrivate Equity$54.4M
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Westward Management Company II LLC owners & executives

3 reported
NameTitleOwnershipSince
Brian Gregory Erke ControlPartnerUnder 5%2019
Erik Stanley Tolzmann ControlManaging Member; Chief Compliance Officer50-75%2010
Robert Andrew Baldridge ControlManaging Member50-75%2010

Frequently asked questions

How much does Westward Management Company II LLC manage?

Westward Management Company II LLC reports $374 million in regulatory assets under management on its Form ADV.

How many private funds does Westward Management Company II LLC manage?

Westward Management Company II LLC manages 9 private funds with combined gross assets of $374 million.

How many employees does Westward Management Company II LLC have?

Westward Management Company II LLC reports 5 employees.

Where is Westward Management Company II LLC located?

Westward Management Company II LLC is based in Seattle, WA and has been SEC-registered since 2023.

Does Westward Management Company II LLC disclose fund performance?

Westward Management Company II LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2412 Westlake Ave N, Suite 4, Seattle, WA 98109
Phone206-669-4007
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$374M▲ 7%
Mar '25 — $348.6MApr '25 — $348.6MMay '25 — $348.6MJun '25 — $348.6MJul '25 — $348.6MAug '25 — $348.6MSep '25 — $348.6MOct '25 — $348.6MNov '25 — $348.6MDec '25 — $348.6MJan '26 — $348.6MFeb '26 — $348.6MMar '26 — $374MApr '26 — $374MMay '26 — $374MJun '26 — $374M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
AUM vs fund managersTop 71%
Larger than 29% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$374Mregulatory AUM
Discretionary $374M