Western Asset Management Company Limited

RIASEC Registered

Total AUM

$20.1B

Discretionary

$20.1B

100% of AUM

Avg account

$591M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 110427
Registered since: April 13, 1984
Website: www.westernasset.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Sovereign Wealth Funds70.41%
Pooled Investment Vehicles8.22%
State / Municipal Government6.76%
Corporations / Businesses5.54%
Insurance Companies4.69%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Western Asset Management Company Limited is a corporation that operates as an institutional registered investment adviser. The firm has been SEC-registered since 1984 and is owned by a mix of a foreign entity and individual ownership. Its primary client base is institutional, though its listed advisory activities include portfolio management for individuals/small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. Western Asset charges fees based on a percentage of assets under management and may also earn performance-based fees. The firm reports being an active ESG investor and holds affiliations that include broker-dealer relationships, other investment-adviser roles, commodity pool operator/commodity trading advisor activity, and acting as sponsor or general partner/managing member of pooled investment vehicles. It does not identify itself as a capital allocator.