Westwood Wealth Management

Private Equity SEC-registered adviser

Legal name: Westwood Advisors, L.L.C

AUM

$749.5M

Regulatory AUM

Private funds

Private Equity 11 · Hedge Fund 2 · Real Estate 1

Private fund assets

$516.4M

Gross asset value

Employees

Last Form D raise

Dec 2025

Most recent fund filing

From SEC Form ADV filing (filed Apr 2, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

Chief Executive Officer

President

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
Westwood Energy Secondaries Fund II, LP	Private Equity	$118.0M	$101.2M	148	Dec 2025	Warm
Salient Mlp Total Return Fund, L.P.	Hedge Fund	$164.4M	$1.3B	1,419	Dec 2025	Warm
Westwood Energy Secondaries Co-Investment Fund III, LLC	Private Equity	$20.1M	$20.1M	16	Nov 2025	Warm
Westwood Energy Secondaries Fund I LLC	Private Equity	$36.7M	$34.3M	60	Aug 2025	Cool
Westwood Energy Secondaries Aspenleaf Fund, LLC	Private Equity	$16.4M	$14.0M	49	May 2024	Cold
Westwood Legalist Dip Fund III, LLC	Private Equity	$1.5M	$1.4M	6	Jul 2023	Cold
Westwood Formentera Partners Fund II, LLC	Private Equity	$5.8M	$4.1M	5	Apr 2023	Cold
Westwood Technology Opportuntities Fund I, LP	Private Equity	$1.7M	$3.2M	11	Sep 2018	Cold
Salient Mlp Total Return Fund Te, L.P.	Hedge Fund	$36.7M	$187.9M	73	Jun 2016	Cold
Westwood Energy Secondaries Co-Investment Fund II, LLC	Private Equity	$106.0M	—	—	—
Westwood Hospitality Fund LLC	Real Estate	$5.5M	—	—	—
Westwood Velocis Secondary Partners III, LLC	Private Equity	$2.1M	—	—	—
Westwood Velocis Industrial Fund, LLC	Private Equity	$970K	—	—	—
Westwood Velocis Fund III, LLC	Private Equity	$489K	—	—	—

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.