Form D · Private Equity Fund

Westwood Energy Secondaries Fund I, LLC

Dallas, TX · CIK 0001991047

Offering snapshot reported Aug 28, 2025 · SEC filing

Reported sold
$34.3M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 28, 2025Amendment$34,275,000No comparisonNot reportedSEC filing
Aug 28, 2024Amendment$34,275,000$7,500,000vs Aug 28, 202360SEC filing
Aug 28, 2023Initial$26,775,000No comparison48SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-490831

Source: Form D, filed Aug 28, 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 FUND I LLC

Investment adviser: WESTWOOD ADVISORS, L.L.C

Gross asset value
$36.7M
Beneficial owners
62
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 JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
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 925

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 549300D8K7L32Q7W1S11

THE NORTHERN TRUST COMPANY
LEI 5493001KJTIIGC8Y1R12

Filing source

Form ADV 2091355 · Apr 2, 2026 · Schedule D 7.B.(1), fund 805-5660319806

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