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RIA / WealthPrivate fundprivate equity fund3(c)(1)

CASCADE INVESTCO LLC

advised by WESTWARD PARTNERS LLC

Washington, United States

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Search this name across graphsid dfx:ria:2c1631e8-113b-36f0-bba2-878a7d49b690

Data as of Jul 8, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2021 to Jul 8, 2024
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Cascade Investco LLC

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: WESTWARD PARTNERS LLCCRD 300994
Fund type: Private Equity Fund
Latest reported GAV: $22.3Mgross asset value on Schedule D 7.B(1), as of 2024-07-08; never fund size
Peak reported GAV: $22.3M
Beneficial owners: 20
Minimum investment: $0
Owned by the adviser: 1800%
Owned by funds of funds: 4600%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Washington, United States
First reported: Mar 30, 2021
Last reported: Jul 8, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 10
Fund id: 805-2082868988

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 8, 2024	$22.3M	20	$0	1800.0%	yes	CASCADE INVESTCO LLC
Mar 21, 2024	$22.3M	20	$0	1800.0%	yes	CASCADE INVESTCO LLC
Aug 14, 2023	$10.3M	20	$0	2000.0%	yes	CASCADE INVESTCO LLC
Apr 24, 2023	$10.3M	20	$0	2000.0%	yes	CASCADE INVESTCO LLC
Mar 31, 2023	$10.3M	20	$0	2000.0%	yes	CASCADE INVESTCO LLC
Mar 22, 2022	$3.4M	20	$0	2000.0%	yes	CASCADE INVESTCO LLC
Mar 30, 2021	$3.3M	20	$0	1100.0%	no	CASCADE INVESTCO LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF AMERICA	BANK OF AMERICA	Seattle	Washington	United States	no	n/a

Relationships

Advises (1)

← WESTWARD PARTNERS LLCRegistered adviserPrivate Equity Fund, IA
Mar 30, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c1631e8-113b-36f0-bba2-878a7d49b690
First observed: Mar 30, 2021
Last observed: Jul 8, 2024 26 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CASCADE INVESTCO LLC

advised by WESTWARD PARTNERS LLC

Washington, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c1631e8-113b-36f0-bba2-878a7d49b690

Data as of Jul 8, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:23 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jul 8, 2024

$22.3M

1800.0%

yes

CASCADE INVESTCO LLC

Mar 21, 2024

$22.3M

1800.0%

yes

CASCADE INVESTCO LLC

Aug 14, 2023

$10.3M

2000.0%

yes

CASCADE INVESTCO LLC

Apr 24, 2023

$10.3M

2000.0%

yes

CASCADE INVESTCO LLC

Mar 31, 2023

$10.3M

2000.0%

yes

CASCADE INVESTCO LLC

Mar 22, 2022

$3.4M

2000.0%

yes

CASCADE INVESTCO LLC

Mar 30, 2021

$3.3M

1100.0%

CASCADE INVESTCO LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

BANK OF AMERICA

Seattle

Washington

United States

n/a