# Westbound Equity Management, LLC

> Westbound Equity Management, LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 306955
- Filed as: WESTBOUND EQUITY MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306955
- AdvisorCensus page: https://advisorcensus.com/firm/westbound-equity-management-llc-palo-alto-ca-306955

## Quick answers

**How is Westbound Equity Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Westbound Equity Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Westbound Equity Management, LLC located?**
Westbound Equity Management, LLC's principal office is in Palo Alto, CA, according to its Form ADV.

**Is Westbound Equity Management, LLC registered with the SEC or a state?**
Westbound Equity Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 306955.

**How much does Westbound Equity Management, LLC manage?**
Westbound Equity Management, LLC reports $146,180,175 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**What types of clients does Westbound Equity Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Westbound Equity Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306955

**What changed in Westbound Equity Management, LLC's recent Form ADV filings?**
In the December 2025 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $146,180,175
- Discretionary: $146,180,175
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $146,180,175 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- westboundequity.com
- Instagram @westboundequity
- LinkedIn @westboundequity
- X @westboundequity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | August 24, 2021 |
| October 2022 | Not reported | Not reported | August 12, 2022 |
| October 2023 | Not reported | Not reported | March 31, 2023 |
| October 2024 | Not reported | Not reported | June 24, 2024 |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2026 | $146,180,175 | 5 | January 23, 2026 |


## Changes in the filing (last 12 months)

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westbound Equity Management, LLC (CRD 306955): Form ADV filing data as of October 2026.