Westly Capital Management, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- —
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $51.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Green Communities Fund, L.P. | Venture Capital Fund | Delaware | $28.3M | 1 |
| Westly Capital Partners Fund Ii, L.P. | Venture Capital Fund | Delaware | $20.3M | 69 |
| Westly Capital Partners Affiliates Fund Ii, L.P. | Venture Capital Fund | Delaware | $1.7M | 9 |
| Westly Capital Partners Fund, L.P. | Venture Capital Fund | Delaware | $565K | 43 |
| Westly Capital Partners Affiliates Fund, L.P. | Venture Capital Fund | Delaware | $240K | 10 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| National Elevator Industry Pension Plan National Elevator Industry Pension Plan Plan Board Of Trustees | 2024 | |
| Phillips 66 Retirement Plan Phillips 66 Company | 2024 | |
| Shaws Supermarkets, Inc. Pension Plan For Union Employees Shaws Supermarkets Inc | 2024 | |
| Banquet Employees Unions Pension Trust Fund Conagra Brands, Inc. | 2024 | |
| Twin City Carpenters And Joiners Pension Fund Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund | 2024 | |
| Cox Enterprises, Inc. Pension Plan Cox Enterprises, Inc. | 2024 |
Private funds (5, $51.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Green Communities Fund, L.P. | Venture Capital Fund | $28.3M | $100K | 1 |
| Westly Capital Partners Fund Ii, L.P. | Venture Capital Fund | $20.3M | $100K | 69 |
| Westly Capital Partners Affiliates Fund Ii, L.P. | Venture Capital Fund | $1.7M | $3.0K | 9 |
| Westly Capital Partners Fund, L.P. | Venture Capital Fund | $565K | $100K | 43 |
| Westly Capital Partners Affiliates Fund, L.P. | Venture Capital Fund | $240K | $3.0K | 10 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board Of Trustees | 28,678 | $12.2B | 07/01/2024 |
| Phillips 66 Retirement Plan | Phillips 66 Company | 11,317 | $2.2B | 01/01/2024 |
| Shaws Supermarkets, Inc. Pension Plan For Union Employees | Shaws Supermarkets Inc | 5,418 | $230M | 01/01/2024 |
| Banquet Employees Unions Pension Trust Fund | Conagra Brands, Inc. | 973 | $195M | 01/01/2024 |
| Twin City Carpenters And Joiners Pension Fund | Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund | 5,909 | $2.0B | 01/01/2024 |
| Cox Enterprises, Inc. Pension Plan | Cox Enterprises, Inc. | 20,043 | $7.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗