Western Research And Management, L.L.C.
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- —
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $35.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Airt Acquisition Lp | Other Private Fund | Delaware | $20.4M | 21 |
| Wa 2022 Fs Lp | Other Private Fund | Delaware | $8.0M | 34 |
| Wa 2020 Lp | Other Private Fund | Delaware | $3.3M | 32 |
| Wa2 2020 Lp | Other Private Fund | Delaware | $2.1M | 27 |
| Wa 2021 Lp | Other Private Fund | Delaware | $1.6M | 11 |
| Western Ground Protection, Lp | Other Private Fund | Delaware | $31.9K | 34 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Woodard, Donald, Morris | President | Jan 1998 (29y) | 50% – 75% of Western Universe Gen Par, Llc (indirect) | |
| Crawford, Jeffrey, Allen | Exec. Vice President / Chief Compliance Officer | Jan 2006 (21y) | Less than 5% | |
| Prestwood, Joe, Chad | Exec. Vice President | Jan 2006 (21y) | Less than 5% | |
| Frazier, Douglas, Stephen | Exec. Vice President | Jan 2009 (18y) | Less than 5% | |
| Christopher Elliott Pate | Managing Director Asset Management | Feb 2011 (16y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Western Universe, Lp | Holding Company | Jan 2006 | A | 75% or more |
| Western Universe Gen Par, Llc | General Partner | Jan 2014 | B | GP / trustee / elected manager of Western Universe, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $35.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Airt Acquisition Lp | Other Private Fund | $20.4M | $50.0K | 21 |
| Wa 2022 Fs Lp | Other Private Fund | $8.0M | $50.0K | 34 |
| Wa 2020 Lp | Other Private Fund | $3.3M | $50.0K | 32 |
| Wa2 2020 Lp | Other Private Fund | $2.1M | $50.0K | 27 |
| Wa 2021 Lp | Other Private Fund | $1.6M | $50.0K | 11 |
| Western Ground Protection, Lp | Other Private Fund | $31.9K | $1.0M | 34 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗