Form D · Investing

Westwood Hospitality Fund I, LLC

Dallas, TX · CIK 0001744760

Offering snapshot reported Jul 2, 2018 · SEC filing

Reported sold
$3.88M
Indefinite offering
Investors reported
16
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 22, 2018
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
Jul 2, 2018Initial$3,875,000No comparison16SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-315870

Source: Form D, filed Jul 2, 2018. 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 HOSPITALITY FUND LLC

Investment adviser: WESTWOOD ADVISORS, L.L.C

Gross asset value
$5.48M
Beneficial owners
19
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 INTERNATIONAL FUND MANAGEMENT CORP. FLEMINGTON, New Jersey, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor SANVILLE & COMPANY NEW YORK, New York, United States
Custodian VISTA BANK JUSTIN, 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

SANVILLE & COMPANY
PCAOB 169

Filing source

Form ADV 2091355 · Apr 2, 2026 · Schedule D 7.B.(1), fund 805-8408108568

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
J. Porter Montgomery Executive
Westwood Advisors, L.L.C. Director

Issuer details

Industry: Investing (See others in industry)

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