Form D · Private Equity Fund

Westwood Energy Secondaries Co-Investment Fund III, LLC

Dallas, TX · CIK 0002094030

Offering snapshot reported Nov 24, 2025 · SEC filing

Reported sold
$20.1M
Indefinite offering
Investors reported
16
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Oct 20, 2025
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 24, 2025Initial$20,100,000No comparison16SEC 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
021-564838

Source: Form D, filed Nov 24, 2025. 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 CO-INVESTMENT FUND III, LLC

Investment adviser: WESTWOOD ADVISORS, L.L.C

Gross asset value
$20.1M
Beneficial owners
16
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

Fund administrator ULTIMUS LEVERPOINT NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian VISTA BANK DALLAS, Texas, United States Related to adviser: No
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 805-7408865066

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.

People and organizations reported in Form D filings
NameReported role
Greg Reid Executive
Westwood Advisors Llc Executive
Westwood Alternative Opportunities, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
200 Crescent Court Suite 1200
Dallas, TX, 75201