Westbridge Capital Us Advisors, Lp
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Overview
Westbridge Capital Us Advisors, Lp operates as a financial advisory firm that has its headquarters in San Mateo, California. The firm oversees $7.6 billion in assets under management over six accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). It has an average-sized group, including 32 financial advisors. Westbridge Capital Us Advisors, Lp is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as options, stocks and bonds.
Westbridge Capital Us Advisors, Lp oversees none of the company's accounts on a discretionary basis. Discretionary management means that transaction choices are made by a portfolio manager without needing to seek client authorization. The company also administers six non-discretionary accounts with a total of $7.6 billion in AUM. The advisory firm manages roughly $1.3 billion for each client account. The average financial advisor at Westbridge Capital Us Advisors, Lp oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Westbridge Capital Us Advisors, Lp's main office is at 520 S. El Camino Real, San Mateo, California 94402. It is registered to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Westbridge Capital Us Advisors, Lp by the Numbers
$7.6 billion
60
6
$1.3 billion
Fee Structure
Fees for financial management usually depend on the type of services provided. Fee types charged by the firm likely consist of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Westbridge Capital Us Advisors, Lp works with pooled investment vehicles. Out of its six accounts, Westbridge Capital Us Advisors, Lp's biggest client group by number of accounts is pooled investment vehicles. About 100% of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Westbridge Capital Us Advisors, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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