Westwood Advisors, L.L.C
● SEC registered since 2004CRD 132162SEC# 801-63410Dallas, TX
Ranks #3,373 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$749.5M
Fund GAV
$516.4M
Private funds
14
Employees
62
Accounts
467
Location
Dallas, TX
Westwood Advisors, L.L.C assets under management
Westwood Advisors, L.L.C operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2004. It reports $749.5 million in regulatory assets under management and employs 62 people. Westwood Advisors, L.L.C manages 14 private funds with combined gross assets of $516.4 million, including Salient Mlp Total Return Fund, L.P. By regulatory assets, it ranks 3,373 of 6,004 private fund managers.
Westwood Advisors, L.L.C private funds
14 funds · $516.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Salient Mlp Total Return Fund, L.P. | Hedge | $164.4M | $250K |
| Westwood Energy Secondaries Fund II, LP | Private Equity | $118M | $250K |
| Westwood Energy Secondaries Co-Investment Fund II, LLC | Private Equity | $106.1M | $250K |
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Join to unlock · $37/moWestwood Advisors, L.L.C owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Askari J Foy Control | Chief Compliance Officer | Under 5% | 2026 |
| Brian Oconnor Casey Control | Chief Executive Officer | 5-10% | 2024 |
| Fabian Nmn Gomez Control | President | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Westwood Advisors, L.L.C manage?
Westwood Advisors, L.L.C reports $749.5 million in regulatory assets under management on its Form ADV.
How many private funds does Westwood Advisors, L.L.C manage?
Westwood Advisors, L.L.C manages 14 private funds with combined gross assets of $516.4 million.
How many employees does Westwood Advisors, L.L.C have?
Westwood Advisors, L.L.C reports 62 employees.
Where is Westwood Advisors, L.L.C located?
Westwood Advisors, L.L.C is based in Dallas, TX and has been SEC-registered since 2004.
Does Westwood Advisors, L.L.C disclose fund performance?
Westwood Advisors, L.L.C is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Crescent Court, Suite 1200, Dallas, TX 75201 |
| Phone | 2147566900 |
| Fax | 2147566979 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1297254 |
| Discloses disciplinary history | No |
Regulatory AUM
$749.5M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
AUM vs fund managersTop 56%
Larger than 44% of 6,004 private-fund managers
Number of fundsTop 18%
More funds than 82% of fund managers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$749.5Mregulatory AUM
Discretionary $739.6MNon-discretionary $9.9M
Fund type mix
Private Equity11
Hedge2
Real Estate1
Service providers
Prime broker
Custodian
Administrator