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WESTBRIDGE CAPITAL US ADVISORS, LP
CRD 161527File 801-74144
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.86B
Top 10% of cohort (national)
Discretionary AUM
$7.86B
Clients
7
7 accounts
Employees
90
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 30, 2012
- Principal office
- 520 S. EL CAMINO REAL, SUITE 900, SAN MATEO, CA, 94402
- Phone
- 230-467-3000
- Website
- HTTP://WWW.WESTBRIDGECAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.86B
- Discretionary AUM
- $7.86B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $1.12B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $7.86B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11G
- Q11D4
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 83 | 90 | increased by7 |
| Apr 1, 2026 | AUM | $7,552,137,046 | $7,861,558,000 | increased by$309,420,954 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 44 | 83 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,704,013,427 | $7,552,137,046 | decreased by$151,876,381 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 7 | increased by1 |
| Apr 1, 2022 | Employees | 28 | 44 | increased by16 |
| Apr 1, 2022 | AUM | $4,968,591,744 | $7,704,013,427 | increased by$2,735,421,683 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WESTBRIDGE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTBRIDGE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.