Westbound Equity Management, LLC
SEC RegisteredBuilding a virtuous cycle of wealth and opportunity.
About the firm
At Westbound, we invest financial and social capital into exceptional ventures led by visionary, values-aligned teams. Our core team and extended Westbound Network of leading entrepreneurs, operators, and investors partner deeply with founders to accelerate their vision.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investing financial and social capital into ventures; partnering with founders through the Westbound Network of leading entrepreneurs, operators, and investors to accelerate their vision.
Who they serve
Founders leading exceptional ventures with visionary, values-aligned teams.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 5 | $146M |
Office locations
Regulatory & compliance
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Westbound Equity Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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