Westwood Management Corp

RIASEC RegisteredEst. 1983

Total AUM

$12.5B

Discretionary

$12.5B

100% of AUM

Avg account

$50M

Accounts

249

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 110269
Registered since: April 11, 1983
Website: westwoodgroup.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies46.27%
State / Municipal Government21.84%
Pooled Investment Vehicles12.23%
Pension & Profit Sharing Plans9.17%
Sovereign Wealth Funds3.81%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Westwood Management Corp is an SEC-registered institutional registered investment adviser that dates back to 1983 and operates as a corporation. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering portfolio management across individual and pooled account structures and to investment companies and businesses. Its advisory platform includes management of pooled vehicles and activities consistent with acting as a commodity pool operator or commodity trading advisor. The firm’s compensation includes both asset-based fees and performance-linked fees, and its governance/operational footprint shows involvement as a sponsor or general partner of pooled investment vehicles. Westwood identifies as an active ESG investor and maintains a mix of business and advisory affiliations that include broker-dealer relationships, trust company activity and other investment-adviser roles.