Investment adviser · CRD 161882

THE WESTLY GROUP

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

WESTLY CAPITAL MANAGEMENT, LLC

MENLO PARK, CA, United States · Form ADV filed Mar 30, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GREEN COMMUNITIES FUND, L.P.Venture Capital Fund · Last reported Mar 30, 2026$21.4MGross asset value
Auditor FRANK RIMERMAN & CO, LLP PALO ALTO, California, United States
Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Custodian SVB FINANCIAL GROUP MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-4055707424
Reported beneficial owners
1
Minimum commitment
$100K

Form ADV 2084262 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WESTLY CAPITAL PARTNERS FUND II, L.P.Venture Capital Fund · Last reported Mar 30, 2026$10.5MGross asset value

Form D fundraising filings

Westly Capital Partners Fund II, L.P.

Auditor FRANK, RIMERMAN & CO, LLP PALO ALTO, California, United States
Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Custodian SVB FINANCIAL GROUP MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-1787636142
Reported beneficial owners
69
Minimum commitment
$100K
Form D file number
021-152729

Form ADV 2084262 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WESTLY CAPITAL PARTNERS AFFILIATES FUND II, L.P.Venture Capital Fund · Last reported Mar 30, 2026$1.41MGross asset value

Form D fundraising filings

Westly Capital Partners Affiliates Fund II, L.P.

Auditor FRANK, RIMERMAN & CO, LLP PALO ALTO, California, United States
Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Custodian SVB FINANCIAL GROUP MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-7872187777
Reported beneficial owners
9
Minimum commitment
$3K
Form D file number
021-152730

Form ADV 2084262 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WESTLY CAPITAL PARTNERS AFFILIATES FUND, L.P.Venture Capital Fund · Last reported Mar 24, 2025$0Gross asset value
Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Custodian SVB FINANCIAL GROUP MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-1346153140
Reported beneficial owners
10
Minimum commitment
$3K

Form ADV 1951228 · Mar 24, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WESTLY CAPITAL PARTNERS FUND, L.P.Venture Capital Fund · Last reported Mar 24, 2025$0Gross asset value

Form D fundraising filings

WESTLY CAPITAL PARTNERS FUND LP

Auditor FRANK, RIMERMAN & CO, LLP PALO ALTO, California, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Custodian SVB FINANCIAL GROUP MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-9358536534
Reported beneficial owners
43
Minimum commitment
$100K
Form D file number
021-119579

Form ADV 1951228 · Mar 24, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

2200 SAND HILL ROAD, SUITE 250
MENLO PARK, CA, 94025, United States

CRD 161882

Filing source

Form ADV 2084262 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.