Westwood Advisors, L.L.C.
DALLAS, TX · CIK 1297254 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2004 · limited liability company
- Assets managed$749.5m
- Staff62 · 14 in investment roles
- Main clients (by assets)Private funds 69%, High net worth individuals 13%, Companies 9%
- Private funds14 (2 hedge) · $516.4m gross assets
- Form ADV · 2026-04-02SEC adviser record
- Kindhedge funds, private equity, real estate, mutual funds, futures
- Others nearbyDallas, TX, Houston, TX, Oak Brook, IL
- FamilyWESTWOOD HOLDINGS GROUP INC · 5 related pages · largest: WESTWOOD HOLDINGS GROUP INC
As an employer
- Offices in1 country
- Private fundsprivate equity 11, hedge 2, real estate 1
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Dallas, TX (main office)United States | about 7 |
| Houston, TXUnited States | 7 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.