WESTWOOD ADVISORS, L.L.C of DALLAS, TX is an SEC-registered investment adviser (CRD 132162). Regulatory assets under management: $749.5M.
Compensation: % of AUM, Fixed, Performance, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
Showing 25 of 30 people.
| Name | Role | Location |
|---|---|---|
| Timothy Rogers | CHIEF WEALTH ADMINISTRATIVE OFFICER | Sheridan, WY |
| Brian Oconnor Casey | CHIEF EXECUTIVE OFFICER | — |
| Fabian Gomez | PRESIDENT | — |
| Murray Forbes | SVP, CHIEF FINANCIAL OFFICER, TREASURER | DALLAS, TX |
| Askari J Foy | CHIEF COMPLIANCE OFFICER | — |
| John Anthony Ehinger | HEAD OF LEGAL AND COMPLIANCE | — |
| John A Ehinger | HEAD OF LEGAL, CCO | Lewisville, TX |
| Susan Vignolo Conley | SVP, PRIVATE WEALTH ADVISOR LEAD | — |
| EHINGER JOHN ANTHONY | VP, ASSISTANT GENERAL COUNSEL, MANAGING MEMBER; VP, SENIOR LEGAL COUNSEL, DIRECTOR; VP, SENIOR LEGAL COUNSEL, MANAGING MEMBER | — |
| DOYLE MARGARET LACEY | DIRECTOR; MANAGER; MANAGING MEMBER | — |
| MCCARTHY MICHAEL ROBERT | DIRECTOR; MANAGER; MANAGING MEMBER | — |
| JARVIS RICHARD LEE | DIRECTOR/CHIEF INVESTMENT OFFICER; MANAGER/CHIEF INVESTMENT OFFICER; MANAGER/VICE PRESIDENT/CHIEF INVESTMENT OFFICER (+3 more) | — |
| BURTSCHER ART NEAL | CHAIRMAN, DIRECTOR; CHAIRMAN, MANAGING MEMBER; DIRECTOR/CHAIRMAN (+5 more) | — |
| MCMAHON ANDREA PATRICIA | CHIEF COMPLIANCE OFFICER; MANAGER/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| KARSTENS MICHAEL DEAN | MANAGING MEMBER/PRESIDENT | — |
| FRY SYLVIA LUDWIG | CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| HARDCASTLE WILLIAM RALPH | CHIEF FINANCIAL OFFICER | — |
| BENNETT LEAH REBECCA | PRESIDENT, WESTWOOD WEALTH MANAGEMENT | — |
| GERRON JULIE KRAMER | GENERAL COUNSEL; SENIOR VICE PRESIDENT AND GENERAL COUNSEL; SVP, GENERAL COUNSEL& CCO | — |
| MACDONALD CHRISTOPHER JAMES | VICE PRESIDENT, DIRECTOR | — |
| MCMAHON ANDREA P | CHIEF COMPLIANCE OFFICER | — |
| WALLACE MARK ALAN | CHIEF FINANCIAL OFFICER | — |
| KICE TIFFANY BENNETT | CHIEF FINANCIAL OFFICER | — |
| WILWERDING NICHOLAS ALAN | DIRECTOR; MANAGING MEMBER | — |
| MONTGOMERY JOHN PORTER | CHIEF OPERATING OFFICER; DIRECTOR; MANAGING MEMBER | — |
Private Equity Fund: 11 · Hedge Fund: 2 · Real Estate Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| SALIENT MLP TOTAL RETURN FUND, L.P. | Hedge Fund | Delaware | 219 | $164.4M | $250K |
| WESTWOOD ENERGY SECONDARIES FUND II, LP | Private Equity Fund | Delaware | 35 | $118.0M | $250K |
| WESTWOOD ENERGY SECONDARIES CO-INVESTMENT FUND II, LLC | Private Equity Fund | Delaware | 83 | $106.1M | $250K |
| WESTWOOD ENERGY SECONDARIES FUND I LLC | Private Equity Fund | Delaware | 62 | $36.7M | $250K |
| SALIENT MLP TOTAL RETURN FUND TE, L.P. | Hedge Fund | Delaware | 23 | $36.7M | $250K |
| WESTWOOD ENERGY SECONDARIES CO-INVESTMENT FUND III, LLC | Private Equity Fund | Delaware | 16 | $20.1M | $250K |
| WESTWOOD ENERGY SECONDARIES ASPENLEAF FUND, LLC | Private Equity Fund | Delaware | 49 | $16.4M | $250K |
| WESTWOOD FORMENTERA PARTNERS FUND II, LLC | Private Equity Fund | Delaware | 19 | $5.8M | $250K |
| WESTWOOD HOSPITALITY FUND LLC | Real Estate Fund | Delaware | 19 | $5.5M | $250K |
| WESTWOOD VELOCIS SECONDARY PARTNERS III, LLC | Private Equity Fund | Delaware | 8 | $2.1M | $50K |
| WESTWOOD TECHNOLOGY OPPORTUNTITIES FUND I, LP | Private Equity Fund | Delaware | 10 | $1.7M | $250K |
| WESTWOOD LEGALIST DIP FUND III, LLC | Private Equity Fund | Delaware | 6 | $1.5M | $100K |
| WESTWOOD VELOCIS INDUSTRIAL FUND, LLC | Private Equity Fund | Delaware | 7 | $970K | $50K |
| WESTWOOD VELOCIS FUND III, LLC | Private Equity Fund | Delaware | 7 | $489K | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| HOUSTON | TX | 7 | 713-683-7070 |