Erik Stanley Tolzmann

Employer firm

Westward Partners LLC CRD 300994

$374M regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• FINANCIAL AND MANAGEMENT CONSULTING FOR PORTFOLIO COMPANIES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  Westward Partners Llc
  Seattle, WA

Other Businesses

1. Baden Sports Inc, non-investment related; 19015 66th Ave S, Kent, WA 98032. Baden sells and distributes sporting goods. Mr. Tolzmann is on the Board of Advisors. Start date - June 2021. He spends approximately 1.5 hours per quarter on this activity, none during trading hours. 2. Mid-Wisconsin Beverages, non-investment related; 720 S 72nd Ave, PO Box 89, Wausau, WI 55402. Mr. Tolzmann is a board member and attends semi-annual meetings. Start date - January 2010. He spends approximately 2 hours per year on this activity, none during trading hours. 3. Mr. Tolzmann typically serves on the board of directors for each of the underlying privately-held companies held in the Westward Partners' fund portfolios. Westward Partners' Managing Members all serve as board members with all or most of the privately-held companies held in Westward Partners' fund portfolios and this work is deemed to be an integral component of Westward Partners' management role relating to the funds. While technically an outside activity, Mr. Tolzmann serves on the boards of these companies in his capacity as a Managing Member of Westward Partners and all board compensation is paid to Westward Partners pursuant to a written agreement. As he considered this work to be part of his ongoing management role with Westward Partners, he spends as much time as is needed to fulfill the services provided to these privately-held companies both during and outside of trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-24