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Westwood Advisors, L.L.C

● SEC registered since 2004CRD 132162SEC# 801-63410Dallas, TX
Export (members)
Ranks #3,250 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$638.2M
Fund GAV
$250.2M
Private funds
12
Employees
66
Accounts
490
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 $638.2 million in regulatory assets under management and employs 66 people. Westwood Advisors, L.L.C manages 12 private funds with combined gross assets of $250.2 million, including Salient Mlp Total Return Fund, L.P. By regulatory assets, it ranks 3,250 of 5,911 private fund managers.

Westwood Advisors, L.L.C private funds

12 funds · $250.2M GAV
FundTypeGross assetsMin.
Salient Mlp Total Return Fund, L.P.Hedge$136.2M$250K
Westwood Energy Secondaries Fund I LLCPrivate Equity$34.3M$250K
Salient Mlp Total Return Fund Te, L.P.Hedge$29.1M$250K
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Westwood Advisors, L.L.C owners & executives

7 reported
NameTitleOwnershipSince
Brian Oconnor Casey ControlChief Executive Officer5-10%2024
Fabian Gomez ControlPresidentUnder 5%2018
John Anthony Ehinger ControlHead Of Legal, CcoUnder 5%2023
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Frequently asked questions

How much does Westwood Advisors, L.L.C manage?

Westwood Advisors, L.L.C reports $638.2 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 12 private funds with combined gross assets of $250.2 million.

How many employees does Westwood Advisors, L.L.C have?

Westwood Advisors, L.L.C reports 66 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

Address200 Crescent Court, Suite 1200, Dallas, TX 75201
Phone2147566900
Fax2147566979
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1297254
Discloses disciplinary historyNo

Assets under management

Discretionary$625.3M
Non-discretionary$12.9M
Total (RAUM)$638.2M