Form D · Private Equity Fund

Westwood Energy Secondaries Fund II, LLC

Dallas, TX · CIK 0002048644

Offering snapshot reported Dec 22, 2025 · SEC filing

Reported sold: $101M
Investors reported: 148
Minimum accepted: $250K
First sale: Dec 16, 2024

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$24,450,000 → $101,171,000
Reported investors35 → 148

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 22, 2025	Amendment	$101,171,000	$76,721,000vs Dec 27, 2024	148	SEC filing
Dec 27, 2024	Initial	$24,450,000	No comparison	35	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $158K
Finders' fees: $0
Form D file number: 021-533408

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
N/A	None	Salient Capital, L.P. · CRD 147912

Source: Form D, filed Dec 22, 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 II, LP

Investment adviser: WESTWOOD ADVISORS, L.L.C

Gross asset value: $118M
Beneficial owners: 35
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 TEXAS CAPITAL BANK, NATIONAL ASSOCIATION DALLAS, Texas, 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

TEXAS CAPITAL BANK, NATIONAL ASSOCIATION
LEI 549300J9U4G3D0XU6H64

Filing source

Form ADV 2091355 · Apr 2, 2026 · Schedule D 7.B.(1), fund 805-8401263898

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Westwood Energy Secondaries Fund I, LLC	Aug 28, 2025	$34,275,000	Not reported
Westwood Energy Secondaries Fund II, LLC (this fund)	Dec 22, 2025	$101,171,000	148
Westwood Energy Secondaries Fund III, LP	Jun 24, 2026	$60,425,000	13

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
Name	Reported 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