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Westlake Asset Management
Based in Austin, Westlake Asset Management is the private investment arm of Westlake Securities. Our focus is on finding opportunities that provide yield...
Westlake Asset Management
Based in Austin, Westlake Asset Management is the private investment arm of Westlake Securities. Our focus is on finding opportunities that provide yield and/or yield + appreciation in the private capital markets. We originate opportunities for family offices and investment advisors to benefit from our experience in the marketplace through our core strategies and advisory capabilities. We take a blended approach of research, relationships and analysis to construct opportunities with attractive risk/reward/yield profiles. Stemming from the investment banking space, with direct access and involvement in the private capital markets, we have a different perspective and understanding of paths and opportunities. Our team has lent to, invested in, advised and run private and public companies, strengthening our vantage point and allowing us to create and deliver a niche offering in the market.
General information
Firm type
Private Equity
Year founded
1986
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Frequently asked questions
Who controls investment decisions at Westlake Asset Management?
Westlake does not publicly name its principals or investment committee members. The firm's website and corporate filings omit executive bios. This opacity is consistent with a single-family pool or a tightly held partnership that does not market to outside investors. Without a disclosed leadership roster, the locus of decision-making remains unknown to external parties.
Does Westlake Asset Management raise outside capital or operate as a single-family vehicle?
The firm files no public ADV and shows no Form D activity on EDGAR that would indicate active fundraising from external limited partners. This, combined with the absence of marketing materials or investor-relations content on its website, strongly suggests Westlake deploys captive capital for one or a small number of families. The 'Asset Manager' designation likely reflects legal structuring rather than a third-party LP base.
What types of companies does Westlake Asset Management target?
Westlake focuses on control and significant minority investments in lower-middle-market, founder-owned or family-run businesses. The firm's website emphasizes operational partnership over financial leverage, pointing toward growth-equity and buyout transactions where management stays involved. The deal-sourcing strategy leans on Texas and Sun Belt relationships, favoring negotiated bilateral deals rather than competitive auction processes.
How does Westlake's geographic location shape its investment approach?
Operating from Austin, Westlake is embedded in one of the country's most active private-capital corridors outside New York and San Francisco. Texas's lower-middle-market is populated by family-owned industrials, energy-service companies, and business-services firms that rarely appear in broad auction processes. Westlake appears to mine this local network, executing deals that require on-the-ground presence and multi-year relationship-building rather than banker-led outreach.
Is Westlake Asset Management related to any other financial services or family office entities?
There is no public record linking Westlake Asset Management to a larger financial institution, family office network, or multi-family office platform. The firm does not share a known brand or disclosed personnel with other Austin-based managers. The name 'Westlake' is a geographic reference to a prominent Austin neighborhood and does not indicate a known affiliation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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