Western Research and Management, L.L.C.
Western Commerce Group focuses on key strategic, operational, financial and global sourcing opportunities that drive profits and cash flow.
In the firm's own words, from its website.
1 additional team member, 2 events, 2 verified contacts (1 general firm email, 1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- Managing Director - Asset ManagementWhy: Managing directorNo route on file yet
- ManagerWhy: Named with investment responsibilityNo route on file yet
Relationship network
5 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
1 more person on this record
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Western Research and Management, L.L.C.: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Western Research and Management, L.L.C.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
0 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- Sectors
- enterprise software, climate, hardware, industrial, media
- Stages
- not stated or not yet read
- Geography
- north carolina, southeast, tennessee, texas
- Check size
- not stated; DFX does not estimate checks from round sizes
Team
4 current, 3 departed
Decision makers
- Christopher Elliott Pate · Managing Director - Asset ManagementWhy this person: Managing director; Named with investment responsibility; Moved here from WESTERN RESEARCH AND MANAGEMENT, L.L.C. in Feb 2019
Who else at this firm · 1 person, grouped by function
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Managing Director - Asset Management
- Manager
- Director Of Marketing
3 departed (kept with end dates)
- Jeffrey Allen Crawford · Exec. Vice President / Chief Compliance Officer · Jan 1, 2006 to Mar 27, 2024 Inference
- Douglas Stephen Frazier · Exec. Vice President · Jan 1, 2009 to Mar 27, 2024 Inference
- JOE Chad Prestwood · Exec. Vice President · Jan 1, 2006 to Mar 27, 2024 Inference
Contacts
1 general firm email, 1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
1 vehicle, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Airt Acquisition LP | Fund · ADV: Other Private Fund | 2018 adv first reported | Harvest | $20.5M Mar 27, 2026 | 21 | $0 of $6.2M | Mar 20, 2018 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
0 co-investors · on 4 other DFX graphs
Co-investors
Across DFX and the capital chainon 4 other DFX graphs ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Independent Sponsors, Private Equity, Real Estate Funds, RIA and Wealth, matched by identifier. See which records
Western Research and Management, L.L.C. is the same institution as 4 records in Independent Sponsors, Private Equity, Real Estate Funds and RIA and Wealth.
DFX found 4 relationships across 4 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
7 dated events, 61 observations from 3 sources
Timeline
- Mar 27, 2024JOE Chad Prestwood (Exec. Vice President) no longer on Schedule A of Western Research and Management, L.L.C.
- Mar 27, 2024Jeffrey Allen Crawford (Exec. Vice President / Chief Compliance Officer) no longer on Schedule A of Western Research and Management, L.L.C.
- Mar 27, 2024Douglas Stephen Frazier (Exec. Vice President) no longer on Schedule A of Western Research and Management, L.L.C.
- Mar 1, 2024Turner Holthaus joined Schedule A of Western Research and Management, L.L.C. as Chief Compliance Officer
- Aug 1, 2023DON Woodard joined Schedule A of Western Research and Management, L.L.C. as Director Of Marketing
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 27, 2026 · 5 private fundsShowHide
- Headquarters
- Fort Worth, TXadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- WESTERN-COMPANIES.COM
- SEC adviser type
- Exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- Private fund adviseradviserinfo.sec.gov
- Latest Form ADV
- Mar 27, 2026
- Private funds reported
- 5 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $38.0Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- Western Universe, LP (Holding Company), owns 75% or more; Western Universe Gen Par, LLC (General Partner)
Classification history
Classification history
Every classification this record has carried1 on recordShowHide
- Sep 12, 2026Candidate (candidate, 50%)No sworn venture fact yet (name or round mention only)
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC exemption claimed | Private fund adviser | Jun 20, 2024 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 27, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Jun 20, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-02-01 | Mar 27, 2026 | Fact | Form ADV |
| First Form ADV filing | 2012-02-01 | Jun 20, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-27 | Mar 27, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-06-20 | Jun 20, 2024 | Fact | Form ADV |
| Venture share of reported funds | 0 | Mar 27, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Jun 20, 2024 | Fact | Form ADV |
| Business phone | Jun 20, 2024 | Fact | Form ADV | |
| Contact page url | Sep 16, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 12, 2026 | Fact | ||
| Headquarters | Fort Worth, TX | Jun 20, 2024 | Fact | Form ADV |
| Office address | Jun 20, 2024 | Fact | Form ADV | |
| Legal form | Limited Liability Company | Jun 20, 2024 | Fact | Form ADV |
| Private funds reported | 5 | Mar 27, 2026 | Fact | Form ADV |
| Private funds reported | 6 | Jun 20, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $38.0M | Mar 27, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $35.4M | Jun 20, 2024 | Fact | Form ADV |
| Stated geography | north carolina, southeast, tennessee, texas “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | north carolina, southeast, tennessee, texas “geography words on the home page” | Sep 12, 2026 | Fact | |
| Stated sectors | Enterprise software, climate, hardware, industrial, media “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | Enterprise software, climate, hardware, industrial, media “sector words on the home page” | Sep 12, 2026 | Fact | |
| Venture funds reported | 0 | Mar 27, 2026 | Fact | Form ADV |
| Venture funds reported | 0 | Jun 20, 2024 | Fact | Form ADV |
| Website | Jun 20, 2024 | Fact | Form ADV | |
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 12, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersCandidate, candidateShowHide
No sworn venture fact yet (name or round mention only)
- importance
- gav: 0 · funds: 0 · people: 0.08 · investments: 0 · scale basis: Venture-typed funds only (Candidate): 0 funds, $0M of $20M reported · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 1 · reported gav: $20.5M · first adv filing: 2012-02-01 · years since first filing: 14.7
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Adviser's first ADV filing2012-02-01source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: new companies, 12 mo.