AdvisorCensus / Financial advisors / California / San Francisco / Westbridge Capital US Advisors, LP
Westbridge Capital US Advisors, LP is an SEC-registered investment advisory firm in San Mateo, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Westbridge Capital US Advisors, LP compensated?
On its Form ADV (Item 5.E, October 2026), Westbridge Capital US Advisors, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Westbridge Capital US Advisors, LP located?
Westbridge Capital US Advisors, LP's principal office is in San Mateo, CA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Westbridge Capital US Advisors, LP registered with the SEC or a state?
Westbridge Capital US Advisors, LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161527.
How much does Westbridge Capital US Advisors, LP manage?
Westbridge Capital US Advisors, LP reports $7,861,558,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Westbridge Capital US Advisors, LP's assets and staff changed since 2021?
In the Form ADV data for Westbridge Capital US Advisors, LP: Regulatory assets under management: $4,968,591,744 in the October 2021 data and $7,861,558,000 in the October 2026 data, up 58%. Total employees: 28 in October 2021 and 90 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Westbridge Capital US Advisors, LP serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).
Does Westbridge Capital US Advisors, LP report any disciplinary disclosures?
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years), 11.G (pending regulatory proceeding), and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161527
What changed in Westbridge Capital US Advisors, LP's recent Form ADV filings?
In the April 2026 filing data: Item 11 disclosure answers changed: 3 yes answers, previously 2 (now yes: 11.G). Employees performing advisory functions went from 46 to 50. Changed its office addresses in Ebene.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$7,861,558,000 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- MOUNTAIN MANAGERS PRIVATE LIMITED (RELYING ADVISER), WESTBRIDGE ADVISORS LLP (RELYING ADVISER), WESTBRIDGE CAPITAL MANAGEMENT, LLC (RELYING ADVISER), WESTBRIDGE CAPITAL PARTNERS, LLC (RELYING ADVISER)
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 90. Performing investment advisory functions: 50.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 113 Reports 3 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.G Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?
Civil court matters Item 11.H
- 11.H(2) Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $7,861,558,000 | 90 | March 31, 2026 |
| October 2025 | $7,552,137,046 | 83 | May 28, 2025 |
| October 2024 | $7,955,585,937 | 77 | August 28, 2024 |
| October 2023 | $7,599,671,737 | 60 | March 31, 2023 |
| October 2022 | $7,704,013,427 | 44 | March 31, 2022 |
| October 2021 | $4,968,591,744 | 28 | March 31, 2021 |
Regulatory assets under management: $4,968,591,744 in the October 2021 data and $7,861,558,000 in the October 2026 data, up 58%.
Total employees: 28 in October 2021 and 90 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Item 11 disclosure answers changed: 3 yes answers, previously 2 (now yes: 11.G).
- Employees performing advisory functions went from 46 to 50.
- Changed its office addresses in Ebene.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Westbridge Capital US Advisors, LP (CRD 161527): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/westbridge-capital-us-advisors-lp-san-mateo-ca-161527