NWQ Investment Management Company LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
NWQ Investment Management Company LLC
CRD #121876
SEC #801-61379
CIK #763848
AUM $7.6 BB (100% Disc, 87% US)
Employees40 (57% Investors, 15% Brokers)
Phone310-712-4000
Address2029 Century Park East
Los Angeles, CA 90067
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
CIT 4,990.0 172.9
EQT 4,760.0 151.7
ORCL 188,990.0 143.2
C 145,840.0 143.1
JPM 341,670.0 140.9
CRZO 952.9 126.7
NTB 2,070.0 117.0
DFS 23,270.0 111.7
MLNX 6,390.0 107.5
SYF 22,730.0 99.9
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF NWQ Concentrated Master Fund Limited 2009-05-22external
215.0
55.9
HF NWQ Energy Crossover Master Fund Limited 2009-05-22external
9.7
8.6
View All
Fund Directors # Filings # Firms 2011-2019
Lisa Alexander 26 15
Laren Gillespie 37 14
John Conlin 2 1
John Bosse 2 1
Michelle Wilsonclark 1 1
Comparable Firms State AUM ($BB)
Rothschild & Co Asset Management US Inc
NY
8.3
QS Batterymarch Financial Management Inc
NY
8.1
TAG Associates LLC
NY
8.1
Bel Air Investment Advisors LLC
CA
7.9
Martingale Asset Management LP
MA
7.8
Williams Jones Wealth Management LLC
NY
7.7
Bear Creek Asset Management LLC
CO
7.7
Schafer Cullen Capital Management Inc
NY
7.4
Fuller & Thaler Asset Management Inc
CA
7.3
National Investment Services Inc
WI
7.2