Managers/Private equity/Texas/Westwood Wealth Management

Westwood Wealth Management

Westwood Wealth Management is a private equity manager in Dallas, TX. It is registered with the SEC as an investment adviser with $749.5M in regulatory assets and 62 staff. It has 4 funds on file, the latest reported in June 2026.

Funds on file
4
Raised, all funds
$197.3M
Regulatory assets
$749.5M
Staff
62
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Jun 2026 Westwood Energy Secondaries Fund III, LP Private equity $60.4M Not given
Dec 2025 Westwood Energy Secondaries Fund II, LLC Private equity $101.2M Not given
Aug 2025 Westwood Energy Secondaries Fund I, LLC Private equity $34.3M Not given
Jul 2023 Westwood Legalist DIP Fund II, LLC Private equity $1.4M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$749.5M
Employees62
Clients181 individuals, 166 companies, 45 wealthy individuals, 40 pension plans, 14 private funds and 6 charities.
Control personsLeah, Rebecca Bennett, John, A Ehinger, Murray Forbes, Fabian Gomez, Jill, D Meyer.
Private funds10 private funds holding $221M in gross assets.

Private funds it reports

FundTypeGross assets
Salient MLP Total Return Fund Hedge fund $136.2M
Westwood Energy Secondaries Fund I Private equity $34.3M
Salient MLP Total Return Fund TE Hedge fund $29.1M
Westwood Formentera Partners Fund II Private equity $7.6M
Westwood Hospitality Fund Real estate $5.7M
Westwood Velocis Secondary Partners Iii Private equity $2.7M
Westwood Technology Opportuntities Fund I Private equity $1.7M
Westwood Legalist Dip Fund Iii Private equity $1.5M
Westwood Velocis Industrial Fund Private equity $1.3M
Westwood Velocis Fund Iii Private equity $952.5K