Form D · Investing

Westwood Velocis Secondary Partners III, LLC

Dallas, TX · CIK 0001969921

Offering snapshot reported Mar 24, 2023 · SEC filing

Reported sold: $2.35M
Investors reported: 8
Minimum accepted: $0
First sale: Jan 18, 2023

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 24, 2023	Initial	$2,350,000	No comparison	8	SEC 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: 021-476840

Source: Form D, filed Mar 24, 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 VELOCIS SECONDARY PARTNERS III, LLC

Investment adviser: WESTWOOD ADVISORS, L.L.C

Gross asset value: $2.12M
Beneficial owners: 8
ADV minimum commitment: $50K

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 805-5528093507

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
Name	Reported role
Leah R Bennett	Executive
Westwood Advisors, L.L.C	Executive
Westwood Alternative Opportunities, Llc	Executive

Issuer details

Industry: Investing (See others in industry)

Address:

200 Crescent Court Suite 1200
Dallas, TX, 75201