WESTBRIDGE CAPITAL US ADVISORS, LP
Adviser information for WESTBRIDGE CAPITAL US ADVISORS, LP last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 77 |
|---|---|
| Investment Advisory/Research | 52 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 7 | $8.0B |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $8.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 7 | $8.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesADVISOR TO RELYING ADVISERS (INVESTMENT MANAGERS) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
520 S. EL CAMINO REALSUITE 900
SAN MATEO
CA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 650-645-6220, Fax: 650-645-6221
Chief Compliance Officer
KSHITIJ SHAH
CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER
520 S. EL CAMINO REAL
SUITE 900
SAN MATEO
CA
United States
Tel:
650-645-6220
Fax:
650-645-6221
K******@****************M
(Full email address available in API data)
Regulatory Contact
MARIA CHEERAN
SENIOR VICE PRESIDENT-LEGAL & COMPLIANCE
301, 3RD FLOOR, CAMPUS 6A, RMZ ECOWORLD
SARJAPUR-MARATHAHALLI OUTER RING ROAD
BANGALORE
India
Tel:
91-80-49070900
Fax:
91 80 4907 0901
M************@****************M
(Full email address available in API data)
Industry Affiliates
| WESTBRIDGE ADVISORS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SETU AIF TRUST | Private Equity Fund | $721.1M | $0.1M | 5 |
| WESTBRIDGE AIF I | Private Equity Fund | $3,810.2M | $0.1M | 4 |
| WESTBRIDGE AIF MASTER FUND, LLC | Private Equity Fund | $3,561.3M | $0.1M | 4 |
| WESTBRIDGE CROSSOVER FUND, LLC | Hedge Fund | $7,286.0M | $0.0M | 55 |
| WESTBRIDGE SPV-SH II, LLC | Private Equity Fund | $48.7M | $0.1M | 8 |
| WESTBRIDGE SPV-SH, LLC | Private Equity Fund | $582.9M | $0.1M | 13 |
| WESTBRIDGE VENTURES II, LLC | Venture Capital Fund | $38.0M | $0.0M | 29 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHADHA, SUMIR, (NMN) | Individual | – | MANAGING PARTNER | 04/2011 | > 75% |
| WENDELL, PETER, C | Individual | – | SENIOR ADVISOR | 01/2012 | 10-25% |
| SHAH, KSHITIJ, JITENDRA | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | 06/2015 | < 5% |
| WESTBRIDGE CAPITAL US ADVISORS GP, LLC | Domestic Entity | – | GENERAL PARTNER | 09/2022 | < 5% |
| CHADHA, SUMIR, (NMN) | Individual | WESTBRIDGE CAPITAL US ADVISORS GP, LLC | MANAGING PARTNER | 09/2022 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| Freshworks Inc | Common Stock | 173M | 14M | 1,2,3,4,5,6 |