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AdvisorCensus / Financial advisors / California / San Francisco / Westbridge Capital US Advisors, LP

Westbridge Capital US Advisors, LP

San Mateo, CASEC-registered investment adviserCRD 161527

Filed as 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.

14 years
registered since 2012
$7,861,558,000
assets under management
2 arrangements
Percentage of assets, Performance-based
3
disclosure items (Item 11)

Quick answers

From the filing

How 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 2A

The 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

$7,861,558,000 as of October 2026, filing dated March 31, 2026.

Discretionary: $7,861,558,000.Non-discretionary: $0.

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.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients 0 Assets $0 (0%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 7 Assets $7,861,558,000 (100%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)

A 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
BangaloreEbene
States registered or notice-filed
1 state or jurisdiction
CA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

3 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
$4.97B 2021 $7.7B 2022 $7.6B 2023 $7.96B 2024 $7.55B 2025 $7.86B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$7,861,558,00090March 31, 2026
October 2025$7,552,137,04683May 28, 2025
October 2024$7,955,585,93777August 28, 2024
October 2023$7,599,671,73760March 31, 2023
October 2022$7,704,013,42744March 31, 2022
October 2021$4,968,591,74428March 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
  1. 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.I
westbridgecap.com

Source: 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