Westbridge Capital Us Advisors, LLC (San Mateo)

Name: Westbridge Capital Us Advisors, LLC
Address: 400 South El Camino Real, San Mateo, CA, 94402
Telephone: 650-645-6220

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.

Westbridge Capital Us Advisors: assets under management

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.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Westbridge Capital Us Advisors serves?

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.

Careers at Westbridge Capital Us Advisors, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sumir (Nmn) Chadha	Managing director, managing member (westbridge capital us advisors, llc) director (westbridge capital partners, llc)	1 Apr 2011	75% - 100%	2931504
Snj Capital	Member (westbridge capital partners, llc)	1 Jul 2011	Other	foreign entity
Scv Wb Holdings	Member (westbridge capital partners, llc)	1 Jul 2011	Other	foreign entity
Kpb Investments	Member (westbridge capital partners, llc)	1 Jul 2011	Other	foreign entity
Ds Capital	Member (westbridge capital partners, llc)	1 Jul 2011	Other	foreign entity
Peter C Wendell	Senior advisor	1 Jan 2012	Other	6042809
Promit (Nmn) Bhattacharya	Chief compliance officer, chief financial officer	1 Feb 2012	Other	6028146
Peter C Wendell	Cco (westbridge capital us advisors, llc & westbridge capital partners, llc) member (westbridge capital partners, llc)	1 Mar 2012	Other	6042809
Raj (Nmn) Tapesar	Director (westbridge capital partners, llc)	1 May 2014	Other	6338523
Muralidhar Madhav Shenoy	Director of operations (westbridge capital partners, llc)	1 May 2014	Other	6338526
Parwatee (Nmn) Iyer	Director (westbridge capital partners, llc)	1 May 2014	Other	6338527
Kshitij Jitendra Shah	Chief compliance officer and chief financial officer	1 Jun 2015	Other	6555688
Kshitij Jitendra Shah	Director (westbridge capital partners, llc)	1 Oct 2016	Other	6555688

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sumir (Nmn) Chadha	Beneficial owner	1 Sep 2000	75% - 100%	2931504
Sandeep (Nmn) Singhal	Beneficial owner	1 Jul 2005	50% - 75%	6046915
Kavita (Nmn) Iyer	Beneficial owner	1 Jul 2005	25% - 50%	4652989
Surendra Kumar Jain	Beneficial owner	1 Jul 2005	50% - 75%	6044363
Nupur (Nmn) Jain	Beneficial owner	1 Jul 2005	25% - 50%	4776910
Kanarath Payattiyath Balaraj	Beneficial owner	1 Dec 2008	75% - 100%	2931411

Based in San Mateo

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.