Investment adviser · CRD 300994

WESTWARD PARTNERS LLC

Investment adviser filing (IA)

WESTWARD MANAGEMENT COMPANY II LLC

SEATTLE, WA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $374M
Client accounts: 9
Employees: 5
Advisory professionals: 5

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	9	$374,040,003	100.0%

Filing source

Form ADV 2084144 · Mar 31, 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

9 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.

GRANT INVESTCO, LLCPrivate Equity Fund · Last reported Mar 31, 2026$94.9MGross asset value

Fund administrator FORTIS ACCOUNTING SOLUTIONS BELLEVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States

Custodian BANK OF AMERICA SEATTLE, Washington, 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

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

Fund details & source

Fund ID: 805-2953254317
Reported beneficial owners: 25
Minimum commitment: $0

Form ADV 2084144 · Mar 31, 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.

SUPERFEET INVESTCO (US) LLCPrivate Equity Fund · Last reported Mar 31, 2026$57.4MGross asset value

Form D fundraising filings

SUPERFEET INVESTCO (US) LLC

Fund administrator NAV CONSULTING GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States

Custodian BANK OF AMERICA SEATTLE, Washington, 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

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

Fund details & source

Fund ID: 805-3986301125
Reported beneficial owners: 54
Minimum commitment: $0
Form D file number: 021-404684

Form ADV 2084144 · Mar 31, 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.

SUPERFEET INVESTCO (INT'L) LPPrivate Equity Fund · Last reported Mar 31, 2026$54.4MGross asset value

Form D fundraising filings

SUPERFEET INVESTCO (INT'L) LP

Fund administrator NAV CONSULTING GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States

Custodian BANK OF AMERICA SEATTLE, Washington, 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

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

Fund details & source

Fund ID: 805-6298878983
Reported beneficial owners: 15
Minimum commitment: $0
Form D file number: 021-404683

Form ADV 2084144 · Mar 31, 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.

GLOBE INVESTCO, LLCPrivate Equity Fund · Last reported Mar 31, 2026$50.2MGross asset value

Form D fundraising filings

Globe InvestCo, LLC

Fund administrator FORTIS ACCOUNTING SOLUTIONS BELLEVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORD, Oregon, United States

Custodian BANK OF AMERICA SEATTLE, Washington, 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

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

Fund details & source

Fund ID: 805-1975302361
Reported beneficial owners: 28
Minimum commitment: $0
Form D file number: 021-515848

Form ADV 2084144 · Mar 31, 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.

THREE BEARS INVESTCO LLCPrivate Equity Fund · Last reported Mar 31, 2026$48.3MGross asset value

Form D fundraising filings

Three Bears Investco, LLC

Fund administrator FORTIS ACCOUNTING SOLUTIONS BELLEVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORFD, Oregon, United States

Custodian BANK OF AMERICA SEATTLE, Washington, 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

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

Fund details & source

Fund ID: 805-7506082895
Reported beneficial owners: 23
Minimum commitment: $0
Form D file number: 021-479627

Form ADV 2084144 · Mar 31, 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.

WESTWARD PARTNERS FUND I, LPPrivate Equity Fund · Last reported Mar 31, 2026$35.8MGross asset value

Form D fundraising filings

Westward Partners Fund I, L.P.

Fund administrator NAV CONSULTING, INC. GEORGETOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY & CO. ENGLEWOOD, Colorado, United States

Custodian BANK OF AMERICA SEATTLE, Washington, United States Related to adviser: No

Custodian BMO HARRIS BANK CHICAGO, Illinois, 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

RICHEY MAY & CO.
PCAOB 673

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

BMO HARRIS BANK
LEI 549300HJ6QQ5CIYRRG60

Fund details & source

Fund ID: 805-8431318687
Reported beneficial owners: 1
Minimum commitment: $0
Form D file number: 021-334179

Form ADV 2084144 · Mar 31, 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.

SYNAPSE INVESTCO LLCPrivate Equity Fund · Last reported Mar 31, 2026$27.2MGross asset value

Fund administrator FORTIS ACCOUNTING SOLUTIONS BELLEVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP MEDFORFD, Oregon, United States

Custodian BANK OF AMERICA SEATTLE, Washington, 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

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

Fund details & source

Fund ID: 805-7419107193
Reported beneficial owners: 37
Minimum commitment: $0

Form ADV 2084144 · Mar 31, 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: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

2412 WESTLAKE AVE N, SUITE 4
SEATTLE, WA, 98109, United States

CRD 300994

Filing source

Form ADV 2084144 · Mar 31, 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.