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Building 2WESTBOUND EQUITY MANAGEMENT, LLC

Map pinPALO ALTO, CA
Phone650-213-6213
NotebookSEC #801-134927
Total AUM
$146.2M
Employees
5
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 KIPLING STREET
PALO ALTO
CA 94301-1530
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
650-213-6213

ReceiptFinancials

Total AUM
$146.2M
Accounts
5
Discretionary
$146.2M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$146.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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