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WESTERLY CAPITAL MANAGEMENT LLC

SAN FRANCISCO, CA · CRD 140089 · IAPD ↗ · westerlycap.com · 415-547-9000

$488.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — WESTERLY CAPITAL MANAGEMENT LLC reported RAUM up 70% ($288.0M -> $488.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.