Data / Investment advisers / Texas / Western Research and Management, L.L.C.
Western Research and Management, L.L.C., Fort Worth, TX: exempt reporting adviser with 5 private funds
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Western Research and Management, L.L.C. is an exempt reporting adviser with its main office in Fort Worth, Texas and reports 5 private funds in its Form ADV filed March 27, 2026.
The request: Watch Western Research and Management, L.L.C. (CRD number 109509): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- Exempt reporting adviser
- CRD number
- 109509
- SEC file number
- 802-116810
- SEC status
- ERA, Active, effective May 17, 2019
- Main office
- 3100 W Seventh Street Suite 300, Fort Worth, TX 76107
- Phone
- (817) 877-9980
- Website
- western-companies.com
- Form of organization
- Limited Liability Company
- Private funds
- 5: 5 other private funds
- Gross assets of private funds
- $38,007,027
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Purewater Capital, LLC | Fort Worth | $149.5 million | Not listed | adviserinfo.sec.gov |
| Trinity Investment Management, LLC | Fort Worth | $126.2 million | 1 | adviserinfo.sec.gov |
| Moffatt Financial Strategies | Fort Worth | $117.1 million | Not listed | adviserinfo.sec.gov |
| Longhorn Capital Partners, L.P. | Fort Worth | $63.6 million | Not listed | adviserinfo.sec.gov |
| Eagle Capital International, LLC | Fort Worth | Not listed | 8 | adviserinfo.sec.gov |
| Goff Focused Strategies LLC | Fort Worth | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers that manage private funds
- Western Research and Management, L.L.C. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.