Westward Partners LLC
SEC RegisteredPARTNERS OF LOWER MIDDLE MARKET COMPANIES IN THE NORTHWEST
About the firm
Westward Partners is a private investment firm that has been investing in privately held businesses located throughout the Northwest for nearly 15 years. The firm partners with businesses with revenues between $20 and $500 million and experienced management teams to build long-term value. It was founded by two entrepreneurs and has managed more than $250 million over the life of the firm.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investing and partnership with lower middle market companies, working with existing management to grow portfolio companies and create long-term value across industries including Business Services, Consumer, Manufacturing, and Retail.
Who they serve
Privately held businesses located throughout the Northwest with revenues between $20 and $500 million and experienced management teams, particularly in high cost of entry industries with sustainable cash flow and opportunities for significant growth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 9 | $374M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 31, 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. Westward Partners 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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