Fund family · SEC Form D record
Westwood Energy Secondaries Fund funds
Westwood Energy Secondaries Fund has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2023 to 2026. The newest is Westwood Energy Secondaries Fund III, LP, first filed Jun 24, 2026. The adviser of record on Form ADV Schedule D is Westwood Wealth Management.
- Vehicles
- 3
- Numbered generations
- 3
- First filing
- 2023
- Latest filing
- Jun 24, 2026
Adviser of record (Form ADV Schedule D) Westwood Wealth Management (CRD 132162)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund III
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Westwood Energy Secondaries Fund III, LPCIK 2128058 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Westwood Energy Secondaries Fund II, LLCCIK 2048644 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Westwood Energy Secondaries Fund I, LLCCIK 1991047 | No change on the last amendment | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Westwood Energy Secondaries Fund funds
- How many Westwood Energy Secondaries Fund funds are there?
- The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Aug 28, 2023 and the latest filing on Jun 24, 2026. By generation: Fund III (Westwood Energy Secondaries Fund III, LP, first filed Jun 24, 2026); Fund II (Westwood Energy Secondaries Fund II, LLC, first filed Dec 27, 2024); Fund I (Westwood Energy Secondaries Fund I, LLC, first filed Aug 28, 2023).
- What is the latest Westwood Energy Secondaries Fund fund?
- Westwood Energy Secondaries Fund III, LP, which first filed a Form D on Jun 24, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Westwood Energy Secondaries Fund funds?
- Westwood Wealth Management (RIA, CRD 132162), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Westwood Energy Secondaries Fund funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.