GW&K Investment Management LLC

Search
⚲

GW&K Investment Management LLC ✚
CRD #	121942
SEC #	801-61559
CIK #	0001082917
AUM	52.78 B (2026-03-26)
Employees	177 (36% Investors, 22% Brokers)
Fees
Minimum
Phone	617-236-8900
Address	222 Berkeley Street Boston, MA 02116
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Caterpillar Inc	0.0
	Union Pacific Corp	0.0
	AT&T Inc	0.0
	GS Acquisition Holdings Corp	0.0
	McKesson Corp	0.0
	GE Vernova Inc	0.0
	Ace Ltd	0.0
	Schwab Charles Corp	0.0
	Oracle Corp	0.0
	Hilton Worldwide Holdings Inc	0.0
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
HF	GW&K Long Term International Small Cap Fund LP	[2021-03-26]	31.8 M	29.1 M
	Filed 2026-01-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	GW&K International Small Cap Fund II LP	2018-03-28		75.7 M
HF	GW&K International Small Cap Fund LP	[2015-03-30]	83.6 M	66.2 M
	Filed 2026-01-26 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	International LP I	[2012-03-30]	11.3 M	2.8 M
	Filed 2023-01-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	47,749	40.4
(c) Banking or thrift institutions	17	0.3
(d) Investment companies	17	4.9
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	14	3.0
(g) Pension and profit sharing plans	123	0.7
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	13	0.3
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	1	0.0
(m) Corporations or other businesses not listed above	776	3.1
(n) Other	0	0.0
Total	48,710	52.8
By Discretionary
Discretionary	48,710	52.8
Non-Discretionary	0	0.0
Total	48,710	52.8
By Non-United States Persons
Non-United States Persons		1.8
United States Persons		51.0
Total	48,710	52.8

Form D Directors	Role	# Filings	# Firms
Thomas Roberts III	Executive Officer	18	3
Ryan Burrow	Executive Officer	7	3
William Sterling	Executive Officer	5	3
Trilogy Global Advisors LLC	Promoter	4	3
Gregory Gigliotti	Executive Officer	3	3
Robert Beckwitt	Executive Officer	3	3
John Myklush	Executive Officer	3	3
Carol Holley	Executive Officer	3	3
Thomas Powers	Executive Officer	11	2
Harold Kotler	Executive Officer	4	2
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001082917]

Comparable Firms	State	AUM
Brookfield Public Securities Group LLC ✚	NY	66.46 B
William Blair Investment Management LLC ✚	IL	65.60 B
Brandywine Global Investment Management LLC ✚	PA	65.44 B
Quantinno Capital Management LP ✚	NY	60.91 B
Eagle Asset Management Inc ✚	FL	60.65 B
Calamos Advisors LLC ✚	IL	43.89 B
Aristotle Capital Management LLC ✚	CA	43.54 B
Hotchkis and Wiley Capital Management LLC ✚	CA	36.93 B
55I LLC ✚	MA	36.74 B
Scout Investments Inc ✚	MO	36.57 B

Assets, Funds, Holdings