{ "crd_number": 161527, "slug": "westbridge-capital-us-advisors-lp-san-mateo-ca-161527", "primary_business_name": "WESTBRIDGE CAPITAL US ADVISORS, LP", "legal_name": "WESTBRIDGE CAPITAL US ADVISORS, LP", "dbas": [ "MOUNTAIN MANAGERS PRIVATE LIMITED (RELYING ADVISER)", "WESTBRIDGE ADVISORS LLP (RELYING ADVISER)", "WESTBRIDGE CAPITAL MANAGEMENT, LLC (RELYING ADVISER)", "WESTBRIDGE CAPITAL PARTNERS, LLC (RELYING ADVISER)" ], "city": "San Mateo", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 7861558000.0, "raum_discretionary": 7861558000.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 90, "advisory_employees": 50, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 0.0, "count": 0 }, "individuals": { "raum": 0.0, "count": 0 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 0.0, "count": 0 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 0.0, "count": 0 }, "pooled_investment_vehicles": { "raum": 7861558000.0, "count": 7 }, "corporations_other_businesses": { "raum": 0.0, "count": 0 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 3, "states_registered": [ "CA" ], "websites": [ "https://linkedin.com/COMPANY/WESTBRIDGECAPITAL", "https://westbridgecap.com", "https://x.com/westbridge_cap" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161527", "disclosure_items": [ { "item": "11.D(4)", "question": "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?" }, { "item": "11.G", "question": "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?" }, { "item": "11.H(2)", "question": "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)?" } ], "city_as_filed": "SAN MATEO", "url": "https://advisorcensus.com/firm/westbridge-capital-us-advisors-lp-san-mateo-ca-161527", "display_name": "Westbridge Capital US Advisors, LP", "summary": "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.", "citation": "AdvisorCensus. Westbridge Capital US Advisors, LP (CRD 161527): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Other" ], "quick_answers": [ { "q": "How is Westbridge Capital US Advisors, LP compensated?", "a": "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." }, { "q": "Where is Westbridge Capital US Advisors, LP located?", "a": "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)." }, { "q": "Is Westbridge Capital US Advisors, LP registered with the SEC or a state?", "a": "Westbridge Capital US Advisors, LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161527." }, { "q": "How much does Westbridge Capital US Advisors, LP manage?", "a": "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)." }, { "q": "How have Westbridge Capital US Advisors, LP's assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Westbridge Capital US Advisors, LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7)." }, { "q": "Does Westbridge Capital US Advisors, LP report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Westbridge Capital US Advisors, LP's recent Form ADV filings?", "a": "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." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4968591744.0, "total_employees": 28, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 7704013427.0, "total_employees": 44, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 7599671737.0, "total_employees": 60, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 7955585937.0, "total_employees": 77, "filing_date": "2024-08-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 7552137046.0, "total_employees": 83, "filing_date": "2025-05-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 7861558000.0, "total_employees": 90, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "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." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/westbridge-capital-us-advisors-lp-san-mateo-ca-161527.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 7, "fewer_than_5": false, "raum": 7861558000.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161527", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }