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| Westwood Advisors LLC
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| CRD # | 132162 |
| SEC # | 801-63410 |
| CIK # | 0001297254, 0001607761 |
| AUM | 749.5 M (2026-04-02) |
| Employees | 62 (23% Investors, 11% Brokers) |
| Phone | 214-756-6900 |
| Address | 200 Crescent Court Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001297254 0001607761 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Williams Companies Inc | 0.3 | ||
| Energy Transfer Equity LP | 0.3 | ||
| Kinder Morgan Inc | 0.3 | ||
| Cheniere Energy Inc | 0.2 | ||
| Enterprise Products Partners L P | 0.2 | ||
| Enbridge Inc | 0.2 | ||
| Targa Resources Corp | 0.2 | ||
| DT Midstream Inc | 0.1 | ||
| Oneok Inc /New/ | 0.1 | ||
| Transcanada Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| MPLX LP | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| AAR Corp | 0.1 | ||
| Cullen Frost Bankers Inc | 0.1 | ||
| Avista Corp | 0.1 | ||
| Sensient Technologies Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Corporate Office Properties Trust | 0.1 | ||
| Hennessy Capital Acquisition Corp | 0.1 | ||
| SCBT Financial Corp | 0.1 | ||
| Inter Parfums Inc | 0.1 | ||
| Academy Sports & Outdoors Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Westwood Energy Secondaries Co-Investment Fund III LLC | [2026-03-31] | 20.1 M | 20.1 M |
| Filed 2025-11-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Westwood Energy Secondaries Co-Investment Fund II LLC | 2026-03-31 | 106.1 M | |
| PE | Westwood Energy Secondaries Aspenleaf Fund LLC | [2025-03-31] | 14.0 M | 16.4 M |
| Filed 2024-05-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Westwood Energy Secondaries Fund II LP | [2025-03-31] | 101.2 M | 118.0 M |
| Filed 2025-12-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $157,820 · Revenue Decline to Disclose | ||||
| PE | Westwood Energy Secondaries Fund I LLC | [2024-03-29] | 34.3 M | 36.7 M |
| Filed 2025-08-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $7,500 · Revenue Decline to Disclose | ||||
| PE | Westwood Formentera Partners Fund II LLC | [2024-03-29] | 4.1 M | 5.8 M |
| Filed 2023-04-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Westwood Velocis Secondary Partners III LLC | [2024-03-29] | 2.4 M | 2.1 M |
| Filed 2023-03-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | PV Westwood Alt Fund I LLC Bulter | 2023-03-31 | ||
| PE | Westwood Legalist Dip Fund III LLC | [2023-03-31] | 1.4 M | 1.5 M |
| Filed 2023-07-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Westwood Velocis Fund III LLC | 2023-03-31 | 0.5 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 55.3 |
| (b) Individuals (high net worth individuals) | 45 | 98.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 516.4 |
| (g) Pension and profit sharing plans | 40 | 5.6 |
| (h) Charitable organizations | 6 | 5.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 166 | 68.1 |
| (n) Other | 0 | 0.0 |
| Total | 467 | 749.5 |
| By Discretionary | ||
| Discretionary | 445 | 739.6 |
| Non-Discretionary | 22 | 9.9 |
| Total | 467 | 749.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 749.5 | |
| Total | 467 | 749.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeremy Radcliffe | Executive Officer | 74 | 12 | |
| Paul Bachtold | Executive Officer | 44 | 12 | |
| Lee Partridge | Executive Officer | 18 | 8 | |
| Salient Capital Management LLC | Executive Officer | 12 | 6 | |
| Andrew Linbeck | Executive Officer | 24 | 5 | |
| Gregory Reid | Executive Officer | 14 | 4 | |
| Greg Reid | Executive Officer | 14 | 3 | |
| Kristen Bayazitoglu | Executive Officer | 11 | 3 | |
| Salient Mlp GP LLC | Executive Officer | 7 | 3 | |
| F Gardner III | Executive Officer | 6 | 3 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001297254] | |
| 13F-NT | [0001297254] | |
| 13F-NT | [0001607761] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 35 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
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