|
⚲
|
| Keyboard |
| Towers Watson Investment Services Inc
✚
|
|
|---|---|
| CRD # | 110473 |
| SEC # | 801-46008 |
| CIK # | |
| AUM | 62.67 B (2026-05-21) |
| Employees | 239 (97% Investors, 8% Brokers) |
| Phone | 312-288-7700 |
| Address | 233 South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | WTW Liquid Diversifiers Fund Offshore Ltd | 2026-03-31 | ||
| HF | WTW Liquid Diversifiers Fund Onshore Ltd | 2026-03-31 | ||
| Other | WTW Global Equity Focus Fund LLC | [2025-06-30] | 3,054.8 M | |
| Filed 2025-03-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | WTW Real Assets Fund LP | [2025-06-30] | 3,326.6 M | 3,245.6 M |
| Filed 2026-03-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | WTW Diversified Credit Fund LP | [2025-03-30] | 4,437.2 M | |
| Filed 2025-03-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | WTW Liquid Diversifiers Fund Ltd | [2024-03-29] | 1,007.9 M | 952.4 M |
| Filed 2026-03-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Willis Towers Watson Group Trust - Real Assets Fund | [2019-03-28] | 3,852.5 M | |
| Filed 2025-03-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Willis Towers Watson Group Trust - Diversified Credit Fund | [2018-04-02] | 5,427.3 M | |
| Filed 2025-03-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Willis Towers Watson Group Trust - Diversified Equity Fund | [2018-04-02] | 8,818.5 M | |
| Filed 2025-03-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Willis Towers Watson Group Trust - Global Equity Focus Fund | [2018-04-02] | 4,221.1 M | |
| Filed 2025-03-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Willis Towers Watson Group Trust - Long Credit Fund | [2018-04-02] | 3,002.9 M | |
| Filed 2025-03-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.9 |
| (g) Pension and profit sharing plans | 106 | 61.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 138 | 62.7 |
| By Discretionary | ||
| Discretionary | 134 | 54.4 |
| Non-Discretionary | 4 | 8.2 |
| Total | 138 | 62.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 61.4 | |
| Total | 138 | 62.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ebony Myles-Berry | Director | 93 | 36 | |
| Craig Pearlman | Executive Officer | 6 | 3 | |
| Joseph Allessie | Director | 3 | 3 | |
| Mark Gilbert | Executive Officer | 15 | 2 | |
| Towers Watson Investment Services Inc | Executive Officer, Promoter | 12 | 2 | |
| Steven Carlson | Executive Officer | 7 | 2 | |
| Bank of New York Mellon | Executive Officer | 6 | 2 | |
| Kemp Ross | Executive Officer | 6 | 2 | |
| Wtw Funds GP LLC | Executive Officer | 4 | 2 | |
| Joshua Hall | Director | 3 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $9.0B |
| Clients | 174 (2 non-US) |
| Serves | Institutional, Research |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
China Asset Management Hong Kong Limited
✚
|
23.90 B | |
|
Black Creek Investment Management Inc
✚
|
7,092.5 M | |
|
Vibrant Capital Partners Inc
✚
|
NY | 4,280.5 M |
|
American Realty Advisors LLC
✚
|
CA | 3,236.3 M |
|
Rational Advisors Inc
✚
|
PR | 2,562.1 M |
|
One River Asset Management LLC
✚
|
CT | 2,386.1 M |
|
Stoic Point Capital Management LLC
✚
|
CA | 119.5 M |
|
New Vernon Investment Management LLC
✚
|
IL | 115.5 M |
|
Telsey Consumer Fund Management LP
✚
|
NY | 33.7 M |
|
Sloane Robinson LLP
✚
|