Westlight Wealth

Westlight Wealth

Westlight Wealth was founded in San Francisco by Erik Strid, a former senior wealth advisor and portfolio manager, to serve a concentrated cohort of technology founders and executives navigating post-liquidity complexity. Unlike platforms aggregating thousands of families, Westlight deliberately limits its client base to maintain a high-touch, bespoke advisory model. Strid and partner Josh Suskewicz built the practice around the thesis that concentrated wealth created through single-stock technology exits requires institutional-grade diversification paired with continued access to the private technology markets that generated the wealth in the first place. The firm deploys capital across a multi-asset-class framework that prioritizes direct and indirect venture access, public equities, real assets, and private credit. Westlight constructs customized portfolios for each family but leverages collective scale to access top-quartile venture funds and direct co-investment opportunities alongside leading Bay Area firms. Known co-investor relationships have historically included access to prominent Series B through late-stage rounds in enterprise software, fintech, and climate technology, though the firm does not publicly disclose specific portfolio companies. Investment activity concentrates in the United States, with limited opportunistic exposure in Europe and Asia sourced through underlying general partners. The firm maintains a lean team structure in San Francisco, with no disclosed additional offices or headcount. Westlight does not operate adjacent branded venture funds, philanthropic foundations, or operating companies under its own banner, instead structuring each family's charitable and investment entities separately. In October 2022, the firm publicly detailed its approach to concentrated position management and direct indexing in a market commentary that emphasized tax-aware transition strategies for recently public shareholders—a signal of its core competency and client profile. Westlight's structural distinction lies in its deliberate capacity constraint and its posture as an outsourced investment office rather than a referral channel. The firm does not sell products or distribute third-party fund menus. Instead, it builds bespoke investment programs that include manager selection, direct deal sourcing, and consolidated wealth reporting, functioning as a fiduciary hub for families that exited companies with valuations in the hundreds of millions but lack the infrastructure of a single-family office. This architecture aligns Strid and Suskewicz more closely with institutional consultants than with broker-dealers, though their Form ADV registration anchors them under the regulatory umbrella of a registered investment advisor.