Westbridge Capital Us Advisors, LLC is a large advisory firm based in San Mateo. It manages $2.88 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Westbridge Capital Us Advisors provides portfolio management for pooled investment vehicles and advisor to relying advisers (investment managers). It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Westbridge Capital Us Advisors, LLC is $2.88 billion. The firm's AUM has grown by 103% since the beginning of its operation, and $730 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Westbridge Capital Us Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Westbridge Capital Us Advisors is pooled investment vehicles with 5 clients and $2.88 billion of assets under management. Among the 7 most similar advisory firms, Westbridge Capital Us Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.88 billion for 5 clients. 100% of the firm’s clients are foreign persons or businesses.
Westbridge Capital Us Advisors also advises several private funds. Namely, one hedge fund, three private equity funds, and one venture capital fund. The minimum investment commitment required of non-related persons ranges from $0 to $145,270.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Westbridge Capital Us Advisors, LLC performs its advisory services is located at 400 South El Camino Real, San Mateo, CA 94402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-645-6220 or by fax 650-645-6221. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at westbridgecap.com.