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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Texas HQ: Dallas, TX

Westwood Management

$12.5B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($1.15B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Venture Capital, Private Equity, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$1.15B
Total AUM: $12.5B
Median Disclosed Amount
$64.2M
Range: $8.0M – $87.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Westwood Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Tailwind Capital Partners Fund IV, L.P.Adviser 7.B Vehicle Buyout 2025
$87.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Financial Credit Investments Fund II, LPAdviser 7.B Vehicle Private Credit 2025
$72.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Towerbrook Investors VI (Onshore), L.P.Adviser 7.B Vehicle Private Equity 2025
$64.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lightspeed Opportunity Fund IIIAdviser 7.B Vehicle Growth Equity 2024
$81.8M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Sculptor Capital, LPAdviser 7.B Vehicle Multi-Strategy 2024
$75.7M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Westwood Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Westwood Management (OCIO / Wealth RIA, $12.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $224.2M Unallocated Target Bandwidth). SEC Form ADV (801-18727, CRD #110269) verified $12.46B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Westwood Management

573 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Westwood Management (17 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 6 Shared Vehicles

Michael & Susan Dell Foundation

Private Foundation Austin, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sculptor Capital, LP (2024 Vintage)
Westwood Management: $75.7M · SEC Form ADV 7.B
Michael & Susan Dell Foundation: $51.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Clearhaven Fund II, L.P. (2023 Vintage) · Clayton Dubilier & Rice Fund XIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Sammons Financial Group General Account

Insurance Company Heartland / Plains (MO / IA / OK / KS / NE)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clearhaven Fund II, L.P. (2023 Vintage)
Westwood Management: $71.0M · SEC Form ADV 7.B
Sammons Financial Group General Account: $78.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Clayton Dubilier & Rice Fund XIII (2023 Vintage) · Clarion Lion Properties Fund (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Tailwind Capital Partners Fund IV, L.P. (2025 Vintage)
Westwood Management: $87.1M · SEC Form ADV 7.B
Washington State Investment Board: $101.9M · CAFR / Board Packet (ir063025, p.5)

Additional shared vehicles: TowerBrook Investors VI, L.P. (2023 Vintage) · Clayton Dubilier & Rice Fund XIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+570 Additional Institutional LPs Report Shared Vehicles with Westwood Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Westwood Management

You are viewing 5 open public preview records (out of 22 total tracked records for Westwood Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (573 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Westwood Management

Buyout LPs →Growth Equity LPs →Venture Capital LPs →Private Equity LPs →Private Credit LPs →

Frequently Asked Questions: Westwood Management

What type of institutional allocator is Westwood Management and what is their typical disclosed ticket size?

Westwood Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Texas; Headquarters: Dallas, TX). Across 22 historical disclosure records tracked on Prilago ($1.15B total parsed USD across disclosed rows), the median disclosed amount is $64.2M (range: $8.0M to $87.1M).

Which private-market strategies appear in Westwood Management's public disclosures?

Westwood Management has disclosed records across Buyout, Growth Equity, Venture Capital, Private Equity, Private Credit. Open preview records include Tailwind Capital Partners Fund IV, L.P. (2025 Vintage), Apollo Financial Credit Investments Fund II, LP (2025 Vintage), Towerbrook Investors VI (Onshore), L.P. (2025 Vintage), Lightspeed Opportunity Fund III (2024 Vintage).

How are Westwood Management's historical records substantiated and separated from active searches on Prilago?

Records for Westwood Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Westwood Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/westwood-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Westwood Management?

In Prilago's bilateral commitment graph, Westwood Management shares resolved underlying fund vehicles with 573 institutional LPs across 17 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Michael & Susan Dell Foundation (6 shared vehicles, e.g. Sculptor Capital, LP (2024 Vintage)), Sammons Financial Group General Account (5 shared vehicles, e.g. Clearhaven Fund II, L.P. (2023 Vintage)), Washington State Investment Board (4 shared vehicles, e.g. Tailwind Capital Partners Fund IV, L.P. (2025 Vintage)).

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