Form D · Private Equity Fund
Westwood Energy Secondaries Aspenleaf Fund
Dallas, TX · CIK 0002021698
Offering snapshot reported May 7, 2024 · SEC filing
- Reported sold
- $14M Indefinite offering
- Investors reported
- 49 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- May 3, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 7, 2024 | Initial | $13,980,000 | No comparison | 49 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-512538
Source: Form D, filed May 7, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
WESTWOOD ENERGY SECONDARIES ASPENLEAF FUND, LLC
Investment adviser: WESTWOOD ADVISORS, L.L.C
- Gross asset value
- $16.4M
- Beneficial owners
- 49
- ADV minimum commitment
- $250K
Reported in Form ADV on Apr 2, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
Filing source
Form ADV 2091355 · Apr 2, 2026 · Schedule D 7.B.(1), fund 805-3092208087
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Greg Reid | Executive |
| R Westwood Advisors Llc | Executive |
| Westwood Alternative Opportunities, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dallas, TX, 75201