Investment adviser · CRD 306955

WESTBOUND EQUITY MANAGEMENT, LLC

Investment adviser filing (IA)

PALO ALTO, CA, United States · Form ADV filed Jan 23, 2026

Regulatory AUM: $146M
Client accounts: 5
Employees: 5
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	5	$146,180,175	100.0%

Filing source

Form ADV 2044574 · Jan 23, 2026 · Item 5.D

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

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.

WESTBOUND EQUITY FUND II, L.P.Venture Capital Fund · Last reported Jan 23, 2026$104MGross asset value

Form D fundraising filings

Concrete Rose Fund II, L.P.

Fund administrator CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP DALLAS, Texas, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-3943954033
Reported beneficial owners: 76
Minimum commitment: $25K
Form D file number: 021-427012

Form ADV 2044574 · Jan 23, 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.

WESTBOUND EQUITY FUND, L.P.Venture Capital Fund · Last reported Jan 23, 2026$31.6MGross asset value

Form D fundraising filings

Concrete Rose Fund, L.P.

Fund administrator CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP DALLAS, Texas, United States

Custodian JP MORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

JP MORGAN CHASE BANK N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-7705617972
Reported beneficial owners: 80
Minimum commitment: $25K
Form D file number: 021-355827

Form ADV 2044574 · Jan 23, 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.

WESTBOUND SPV V, LPVenture Capital Fund · Last reported Jan 23, 2026$5.5MGross asset value

Form D fundraising filings

Westbound SPV V, LP

Fund administrator CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian CHOICE FINANCIAL GROUP FARGO, North Dakota, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CHOICE FINANCIAL GROUP
LEI 549300BB4LSE4JRRGV15

Fund details & source

Fund ID: 805-6021536970
Reported beneficial owners: 24
Minimum commitment: $25K
Form D file number: 021-522790

Form ADV 2044574 · Jan 23, 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.

WESTBOUND SPV I, LPVenture Capital Fund · Last reported Jan 23, 2026$4.38MGross asset value

Form D fundraising filings

CR SPV I, LP

Fund administrator CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian COASTAL COMMUNITY BANK EVERETT, Washington, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COASTAL COMMUNITY BANK
LEI 5493001GCBD5XGNIC815

Fund details & source

Fund ID: 805-8100394579
Reported beneficial owners: 15
Minimum commitment: $25K
Form D file number: 021-413702

Form ADV 2044574 · Jan 23, 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.

WESTBOUND SPV II, LPVenture Capital Fund · Last reported Jan 23, 2026$1MGross asset value

Form D fundraising filings

CR SPV II, LP

Fund administrator CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian COASTAL COMMUNITY BANK EVERETT, Washington, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COASTAL COMMUNITY BANK
LEI 5493001GCBD5XGNIC815

Fund details & source

Fund ID: 805-7139715977
Reported beneficial owners: 11
Minimum commitment: $25K
Form D file number: 021-426294

Form ADV 2044574 · Jan 23, 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.

Services & filing details

Most recent filing: Jan 23, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

411 KIPLING STREET
PALO ALTO, CA, 94301-1530, United States

CRD 306955

Filing source

Form ADV 2044574 · Jan 23, 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.