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RIA / WealthPrivate fundprivate equity fund3(c)(1)fund of funds

WESTWOOD FORMENTERA PARTNERS FUND II, LLC

advised by WESTWOOD WEALTH MANAGEMENT

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff7fe01c-e173-c8f8-261c-8177e3b316ba

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2024 to Mar 29, 2024
1 observations

Across DFX

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

Private Equityidentity

Westwood Formentera Partners Fund II, LLC

Private equity fund · shared adv fund id

Facts

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

Adviser: WESTWOOD WEALTH MANAGEMENTCRD 132162
Fund type: Private Equity Fund
Latest reported GAV: $7.6Mgross asset value on Schedule D 7.B(1), as of 2024-03-29; never fund size
Peak reported GAV: $7.6M
Beneficial owners: 19
Minimum investment: $250,000
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-474533an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 29, 2024
Last reported: Mar 29, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 1
Fund id: 805-6375723048

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 29, 2024	$7.6M	19	$250,000	0.0%	yes	WESTWOOD FORMENTERA PARTNERS FUND II, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
VISTA BANK	VISTA BANK	Dallas	Texas	United States	no	n/a

Relationships

Advises (1)

← WESTWOOD WEALTH MANAGEMENTRegistered adviserPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff7fe01c-e173-c8f8-261c-8177e3b316ba
First observed: Mar 29, 2024
Last observed: Mar 29, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

WESTWOOD FORMENTERA PARTNERS FUND II, LLC

advised by WESTWOOD WEALTH MANAGEMENT

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ff7fe01c-e173-c8f8-261c-8177e3b316ba

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:40 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 29, 2024

$7.6M

$250,000

0.0%

yes

WESTWOOD FORMENTERA PARTNERS FUND II, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

VISTA BANK

Dallas

Texas

United States

n/a