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Chief Executive Officer · Westbound Equity Management, LLC

Sean M. Mendy

CRD 7230088 · Named on Form ADV at one SEC-registered adviser

At a glance

Westbound Equity Management, LLC, an SEC-registered private fund adviser based in Palo Alto, CA with $146 million in regulatory assets, lists Sean M. Mendy on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Sean’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ian M. BeadleVice President and Chief Operating Officer, Westbound Equity Management, LLC
  • Peter P GallowayChief Compliance Officer, Westbound Equity Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.