Investor Hub

Institutional investors. Qualified purchasers.

Access to Westbridge strategies is reserved for accredited investors and qualified purchasers as defined by U.S. federal securities laws, and equivalent classifications in the UK, Singapore and Cayman.

Investor types served

Long-duration institutional capital.

Public pensions

State and municipal defined-benefit plans. Consultant-supported allocations, ILPA-compliant reporting, and separately managed account structures available.

Endowments & foundations

University endowments, private foundations and charitable trusts seeking uncorrelated returns and long-duration alignment.

Sovereign wealth funds

Bespoke mandates and co-investment structures with tailored governance, reporting and risk-sharing terms.

Insurance companies

Life and P&C insurers seeking capital-efficient credit and equity exposure. Solvency II and NAIC-friendly structures.

Family offices

Single- and multi-family offices with investable assets of $50M+. Direct partner access and customised mandates.

Fund of funds & consultants

Institutional gatekeepers with ODD and IDD requirements. Full DDQ, SOC 2, audit and administrator letters on file.

Investor Portal

Documents available after verification.

The following documents are provided in the Investor Portal to verified accredited investors and qualified purchasers.

Private Placement Memorandum (PPM)

Fund-specific, updated at each closing
Locked

Quarterly Factsheet — Q4 2025

Performance, positioning, attribution · PDF, 12 pages
Locked

Audited Financials 2024 (US GAAP & IFRS)

Audited by PricewaterhouseCoopers LLP
Locked

AML / KYC Documentation Pack

Certificate of incorporation, ownership tree, sanctions attestation
Locked

Due Diligence Questionnaire (DDQ)

ILPA-compliant · PDF, 68 pages
Locked

Form ADV Part 2A & 2B

Filed with the U.S. SEC · updated March 2026
Locked

ILPA-Compliant Reporting Template

Quarterly capital account statements, fee disclosures
Locked

SOC 2 Type II Report

Cybersecurity & operational controls · annually refreshed
Locked

Access to these documents is restricted to accredited investors and qualified purchasers. Verification typically completes within two business days of receiving a completed access request.

Access request

Request access to the Investor Portal.

Complete the form below. A member of our Investor Relations team will contact you within two business days. Corporate email addresses only.

Access is restricted to accredited investors and qualified purchasers. Verification typically completes within 2 business days.

Investor Login

Sign in to the Investor Portal.