Western Research and Management
Asset Manager Exempt reporting adviser
Legal name: Western Research and Management, L.L.C.
Fort Worth, TX Website
AUM
$38.0M
Private fund assets
Private funds
5
Other 5
Private fund assets
$38.0M
Gross asset value
Employees
—
Last Form D raise
Jul 2022
Most recent fund filing
From SEC Form ADV filing (filed Mar 27, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
C
D
Funds(5)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Wa 2022 Fs LP | Other | $7.9M | — | — | Jul 2022 | Cold |
| Wa 2021 LP | Other | $3.5M | $1.8M | 17 | May 2022 | Cold |
| Wa2 2020 LP | Other | $2.9M | — | — | Dec 2020 | Cold |
| Wa 2020 LP | Other | $3.3M | $2.1M | 32 | Jul 2020 | Cold |
| Airt Acquisition LP | Other | $20.5M | — | — | Mar 2018 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 109509
- SEC file number
- 802-116810
Sources
- SEC Form ADV Oct 14, 2026