Alpha Edison Westwood Xv, LLC

Fundmanaged by Alpha Edison Management Company, LLC· Delaware
Vintage
2023
Form D sold
$6.1M
Reported gross assets
$11.0M
Form ADV, Sep 22, 2026
Active deploymentClosed to new capitalADV: Venture Capital Fund
More
As of · the latest observation of this vehicle; each figure below carries its own filing date

What matters now

  1. +118%
    reported GAV

    Reported gross assets rose from $5.03M to $11M between the Form ADV filings of 27 Mar 2024 and 22 Sep 2026.

    The fund's assets as the adviser swears them, never its size or dry powder.

    Derivedtwo Form ADV Schedule D filingsFor LPs, secondaries buyersReporting →
Drawing the relationship network…

Amounts, each with its basis

Vintage
2023basis: form d first sale
Target
unknownnot announced
First close
unknownnever inferred from a Form D
Final close
unknownonly from an announcement or an LP disclosure
Announced size
unknown
Form D offering
$6.1Mwhat may be sold, not what was raised; file 021-491319, sworn by the adviser or filed under this vehicle
Form D sold
$6.1Mas of the filing of Feb 14, 2024, 4 investors
First sale
Aug 31, 2023
Reported GAV
$11.0Mon the Form ADV filed Sep 22, 2026; the fund's assets, never its size or dry powder
Owners (ADV)
5
Reported on ADV
Mar 27, 2024 to Sep 22, 2026

Fundraising evidence

Closed to new capital
Form D filed or amended 2024-02-14: the stated $6.1M offering reported fully sold (fr-1)
evidence dated Feb 14, 2024.

Lifecycle

Active deployment
vintage 2 to 4 years
age years: 3first sale: Aug 31, 2023vintage year: 2023adv gav as of: Sep 22, 2026vintage basis: Form d first saleform d sold: $6.1Mform d offering: $6.1Mform d latest filed at: Feb 14, 2024

The fund's own reporting through time

2 Form ADV filings
FiledTypeGross asset value OwnersMin. investmentAdviser-ownedAudit
Mar 27, 2024Venture Capital Fund$5.0M
4$25,0000%no
Sep 22, 2026Venture Capital Fund$11.0M
5$25,0000%

Principals and agents

2 principals on Form D, 0 placement agents

Service providers

2 named on Form ADV Schedule D and Form D

Limited partners and their reported performance

0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.

Known LPs and allocators

0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.

Investments attributed to this vehicle

0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.

Timeline

4 events
  1. Aug 17, 2026
    Custodian changed: STIFEL BANK replaced Carta, first reported on the Form ADV filed August 17, 2026 (previous filing March 13, 2026)
    Custodian changed Fact Form ADV
  2. Mar 27, 2024
    Alpha Edison Westwood Xv, LLC first reported on Form ADV by Alpha Edison Management Company, LLC (Venture Capital Fund), GAV $5,031,828
    Fund first reported on Form ADV Fact Form ADV
  3. Feb 14, 2024
    Alpha Edison Westwood XV, L.L.C. filed Form D/A: $6,137,500 sold of $6,137,500, Venture Capital Fund
    Form D filed Fact Form D
  4. Sep 5, 2023
    Alpha Edison Westwood XV, L.L.C. filed Form D: $4,100,000 sold of $4,100,000, Venture Capital Fund
    Form D filed Fact Form D

Evidence

32 observations
Every observation on this vehicle
  • Entity type: Limited Liability Company Feb 14, 2024 Fact Form D
  • Entity type: Limited Liability Company Sep 5, 2023 Fact Form D
  • Form D fund type: Venture Capital Fund Feb 14, 2024 Fact Form D
  • Form D fund type: Venture Capital Fund Sep 5, 2023 Fact Form D
  • Form D industry group: Pooled Investment Fund Feb 14, 2024 Fact Form D
  • Form D industry group: Pooled Investment Fund Sep 5, 2023 Fact Form D
  • Amendment: true Feb 14, 2024 Fact Form D
  • Amendment: false Sep 5, 2023 Fact Form D
  • Revenue range (Form D): Not Applicable Feb 14, 2024 Fact Form D
  • Revenue range (Form D): Not Applicable Sep 5, 2023 Fact Form D
  • Incorporated: withinFiveYears Feb 14, 2024 Fact Form D
  • Incorporated: withinFiveYears Sep 5, 2023 Fact Form D
  • Jurisdiction: Delaware Feb 14, 2024 Fact Form D
  • Jurisdiction: Delaware Sep 5, 2023 Fact Form D
  • Amount sold (Form D): $6.1M Feb 14, 2024 Fact Form D
  • Amount sold (Form D): $4.1M Sep 5, 2023 Fact Form D
  • Offering amount (Form D): $6.1M Feb 14, 2024 Fact Form D
  • Offering amount (Form D): $4.1M Sep 5, 2023 Fact Form D
  • Exemptions: 06b, 3C, 3C.7 Feb 14, 2024 Fact Form D
  • Exemptions: 06b, 3C, 3C.7 Sep 5, 2023 Fact Form D
  • First sale: 2023-08-31 Feb 14, 2024 Fact Form D
  • First sale: 2023-08-31 Sep 5, 2023 Fact Form D
  • Investors (Form D): 4 Feb 14, 2024 Fact Form D
  • Investors (Form D): 4 Sep 5, 2023 Fact Form D
  • Minimum investment (Form D): 0 Feb 14, 2024 Fact Form D
  • Minimum investment (Form D): 0 Sep 5, 2023 Fact Form D
  • Securities offered: pooled Feb 14, 2024 Fact Form D
  • Securities offered: pooled Sep 5, 2023 Fact Form D
  • Office address: Feb 14, 2024 Fact Form D
  • Office address: Sep 5, 2023 Fact Form D
  • Year of incorporation: 2023 Feb 14, 2024 Fact Form D
  • Year of incorporation: 2023 Sep 5, 2023 Fact Form D

Relationships across DFX

on 1 other DFX graph
Across the graphs

Alpha Edison Westwood Xv, LLC is the same institution as 1 record in RIA and Wealth.

RIA and Wealth1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…

Record history

3 dated events on the change ledger, latest event first
  • Fund first reported on ADV
    2024-03-27source on record
  • Form D filed
    2024-02-14source on record
  • Form D filed
    2023-09-05source 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.