Hedge fund profile

Westwood Alpha Opportunity Fund LP

Westwood Alpha Opportunity Fund LP is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is Westwood Wealth Management, based in Los Angeles, California, United States.

$0gross assets
$500Kminimum
24owners
3(c)(1)exemption

Disclosure fields

Fund facts

SEC private fund ID805-4723222120
Reference ID366673
JurisdictionDelaware, United States
Fund of fundsNo
Master fundNo
Feeder fundNo
Non-US ownership0%
Assets valued100%
Annual auditYes
GAAPYes
Source periodMarch 2026
Date submitted03/09/2026 09:54:13 AM

Adviser

Westwood Wealth Management

TypeRegistered investment adviser
SEC number801-121572
CRD290658
Regulatory AUM$300.4M

Compliance signals

Exempt from registration Sales limited Prime brokers reported Custodians reported

Service providers

Reported counterparties

General partners

Westwood Wealth ManagementMichael Puryear, General Partner

Auditors

SPICER JEFFERS

Prime brokers

LPL FINANCIAL LLCJONESTRADING

Custodians

PERSHING LLC

Administrators

YULISH & COMPANYCASELLI FUND SERVICES