Form D · Private Equity Fund

Westwood Legalist DIP Fund II, LLC

Dallas, TX · CIK 0001982404

Offering snapshot reported Jul 13, 2023 · SEC filing

Reported sold
$1.43M
Indefinite offering
Investors reported
6
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 25, 2022
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 13, 2023Initial$1,425,000No comparison6SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-486759

Source: Form D, filed Jul 13, 2023. 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 LEGALIST DIP FUND III, LLC

Investment adviser: WESTWOOD ADVISORS, L.L.C

Gross asset value
$1.5M
Beneficial owners
6
ADV minimum commitment
$100K

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 FUNDS MANAGEMENT CORP NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor SANVILLE & COMPANY ABINGTON, Pennsylvania, 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

SANVILLE & COMPANY
PCAOB 169

Filing source

Form ADV 2091355 · Apr 2, 2026 · Schedule D 7.B.(1), fund 805-4382292244

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
Leah R Bennett 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