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RE fundsReal estate fund managereraunsizedunclassified · candidate

Western Research and Management, L.L.C.

Real Estate Funds

Fort Worth, TX

Search this name across graphsid dfx:ref:7725e2b0-104a-4229-a406-40588743fd47

Data as of Sep 15, 2026 (this record's last observation) from Adviser-reported funds; Property side (read only); Capital side; Manager sites. Page built Sep 19, 2026, 3:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 4
Observed: Sep 15, 2026 to Sep 15, 2026
7 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Western Research and Management, L.L.C.

Venture manager · shared crd

Independent Sponsorsidentity

Western Research And Management, L.L.C.

Capital provider to sponsors · shared crd

Private Equityidentity

Western Research and Management, L.L.C.

Private equity manager · shared crd

RIA / Wealth Managementidentity

WESTERN RESEARCH AND MANAGEMENT, L.L.C.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: western-companies.com
Strategy class: UNCLASSIFIEDinferencea candidate from the manager's own site read until its quote verification passes
Vehicles, current: 0
Vehicles, ever: 4
First real estate filing: 2012
Latest ADV filing: Jun 20, 2024
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 109509
SEC number: 802-116810

Reported GAV by year

the sum of gross asset value over this manager's non-feeder vehicle rows per calendar year, as filed; the manager-level quarantine (summed GAV above three times its own RAUM) is a flag on the card and is not applied here; 14 rows folded into 6

Year	Vehicles reporting	GAV, sum
2018	4	$26.8M
2017	3	$17.1M
2016	3	$17.3M
2015	2	$15.6M
2014	1	$9.1M
2013	1	$2.6M

Relationships

Employs (4)

→ Donald Morris WoodardPrincipalManager
Jan 1, 2014 to presentfactForm ADV
→ Christopher Elliott PatePrincipalManaging Director - Asset Management
Feb 1, 2011 to presentfactForm ADV
→ Turner HolthausPrincipalChief Compliance Officer
Mar 1, 2024 to presentfactForm ADV
→ DON WoodardPrincipalDirector Of Marketing
Aug 1, 2023 to presentfactForm ADV

Manages (4)

→ Western Alternative Strategies, LP - Real EstateReal estate fund vehicleFund of funds
Apr 1, 2013 to presentfactForm ADV
→ Western Alternative Strategies, LP Real Estate IIReal estate fund vehicleFund of funds
Mar 26, 2015 to presentfactForm ADV
→ Western Alternative Strategies, LP Real Estate IIIReal estate fund vehicleFund of funds
Mar 8, 2016 to presentfactForm ADV
→ Western Alternative Strategies, LP Real Estate IVReal estate fund vehicleFund of funds
Mar 30, 2018 to presentfactForm ADV

Owns (2)

← Western Universe, LPOrgHolding Company
Jan 1, 2006 to presentfactForm ADV
← Western Universe Gen Par, LLCOrgGeneral Partner
Jan 1, 2014 to presentfactForm ADV

Dated events

Occurred
Feb 1, 2012
Manager's first real estate fund filing
Western Research and Management, L.L.C. first filed Form ADV in the extract (IA)
Form ADVobserved 3 days ago

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:7725e2b0-104a-4229-a406-40588743fd47
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Western Research and Management, L.L.C.

Real Estate Funds

Fort Worth, TX

Search this name across graphsid dfx:ref:7725e2b0-104a-4229-a406-40588743fd47

Year

Vehicles reporting

GAV, sum

2018

$26.8M

2017

$17.1M

2016

$17.3M

2015

$15.6M

2014

$9.1M

2013

$2.6M