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| Happy Holidays!! thanks for using AUM13F!! |
| Westwood Advisors LLC
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| CRD # | 132162 |
| SEC # | 801-63410 |
| CIK # | 0001607761 |
| AUM | $638.2 M (2025-03-31) |
| Employees | 66 (35% Investors, 11% Brokers) |
| Phone | 214-756-6900 |
| Address | 200 Crescent Court Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Westwood Energy Secondaries Aspenleaf Fund LLC | [2025-03-31] | 14.0 | 14.3 |
| PE | Westwood Energy Secondaries Fund II LP | [2025-03-31] | 24.4 | 14.9 |
| PE | Westwood Energy Secondaries Fund I LLC | [2024-03-29] | 34.3 | 34.3 |
| PE | Westwood Formentera Partners Fund II LLC | [2024-03-29] | 4.1 | 7.6 |
| PE | Westwood Velocis Secondary Partners III LLC | [2024-03-29] | 2.4 | 2.7 |
| PE | PV Westwood Alt Fund I LLC Bulter | 2023-03-31 | 0.0 | |
| PE | Westwood Legalist DIP Fund III LLC | [2023-03-31] | 1.4 | 1.5 |
| PE | Westwood Velocis Fund III LLC | 2023-03-31 | 1.0 | |
| PE | Westwood Velocis Industrial Fund LLC | 2023-03-31 | 1.3 | |
| RE | Westwood Hospitality Fund LLC | [2019-03-31] | 3.9 | 5.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 65.5 |
| (b) Individuals (high net worth individuals) | 61 | 180.0 |
| (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 | 12 | 306.7 |
| (g) Pension and profit sharing plans | 31 | 2.0 |
| (h) Charitable organizations | 4 | 0.5 |
| (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 | 152 | 70.6 |
| (n) Other | 35 | 12.9 |
| Total | 490 | 638.2 |
| By Discretionary | ||
| Discretionary | 455 | 625.3 |
| Non-Discretionary | 35 | 12.9 |
| Total | 490 | 638.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 638.2 | |
| Total | 490 | 638.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Bachtold | 44 | ||
| Jeremy Radcliffe | 74 | ||
| Lee Partridge | 18 | ||
| Gregory Reid | 14 | ||
| Salient Capital Management LLC | 12 | ||
| Andrew Linbeck | 24 | ||
| F Gardner III | 6 | ||
| Greg Reid | 12 | ||
| Kristen Bayazitoglu | 11 | ||
| Salient MLP GP LLC | 7 | ||
| Richard Jarvis | 4 | ||
| Art Burtscher | 3 | ||
| Westwood Advisors LLC | 9 | ||
| John Ehinger | 3 | ||
| John Blasidell | 2 | ||
| Andrea McMahon | 2 | ||
| Porter Montgomery | 2 | ||
| Westwood Alternative Opportunities LLC | 6 | ||
| Leah Bennett | 3 | ||
| J Dawson III | 2 | ||
| WHG PF HoldCo LLC | 1 | ||
| J Montgomery | 1 | ||
| Westwood Holdings Group Inc | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001607761] |
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