Form D · Hedge Fund

Westwood Long-Short LP

Omaha, NE · CIK 0001410731

Offering snapshot reported Apr 19, 2012 · SEC filing

Reported sold
$26.9M
Offering amount: $500M
Investors reported
11
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jan 1, 2007
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
Apr 19, 2012Amendment$26,900,000No comparison11SEC filing
Aug 14, 2007PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-107828

Source: Form D, filed Apr 19, 2012. 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 LONG-SHORT L.P.

Investment adviser: WESTWOOD ADVISORS, L.L.C

Gross asset value
$24.8M
Beneficial owners
11
ADV minimum commitment
$1M

Reported in Form ADV on Mar 29, 2012. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BKD, LLP OMAHA, Nebraska, United States
Custodian BNP PARABAS CHICAGO, Illinois, United States Related to adviser: No
Prime broker BNP PARIBAS SA CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 617938 · Mar 29, 2012 · Schedule D 7.B.(1), fund 805-5413297508

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
Art N Burtscher Director, Executive, Promoter
Richard L Jarvis Director, Executive, Promoter
Andrea Mc Mahon Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1125 South 103 Street Suite 580
Omaha, NE, 68124