WESTWOOD GLOBAL INVESTMENTS

RIASEC RegisteredEst. 2003

Total AUM

$9.5B

Discretionary

$9.5B

100% of AUM

Avg account

$728M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PARK CITY, Utah
CRD number: 125012
Registered since: January 31, 2003
Website: westwoodglobal.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles58.52%
Charitable Organizations27.45%
State / Municipal Government13.42%
Investment Companies0.6%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Westwood Global Investments is a privately owned LLC that has been SEC-registered since 2003 and positions itself as a provider of investment management rather than a traditional capital allocator. Its client base is institutional and its fee model is percentage-of-AUM. The firm provides discretionary portfolio management across a range of structures: separate accounts for individuals and small businesses, investment companies, pooled vehicles and mandates for businesses or institutions. Westwood reports that it is not an active ESG investor and is not organized as a multi-state or related adviser.