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| Happy Holidays!! thanks for using AUM13F!! |
| Towers Watson Investment Services Inc
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| CRD # | 110473 |
| SEC # | 801-46008 |
| CIK # | |
| AUM | $52.2 B (2025-06-30) |
| Employees | 242 (98% Investors, 7% Brokers) |
| Phone | 312-288-7700 |
| Address | 233 South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | WTW Global Equity Focus Fund LLC | [2025-06-30] | 0.0 | 0.0 |
| HF | WTW Real Assets Fund LP | [2025-06-30] | 0.0 | 0.0 |
| HF | WTW Diversified Credit Fund LP | [2025-03-30] | 0.0 | 0.0 |
| HF | WTW Liquid Diversifiers Fund Ltd | [2024-03-29] | 914.8 | 808.4 |
| Other | Willis Towers Watson Group Trust - Real Assets Fund | [2019-03-28] | 3,852.5 | 3,276.5 |
| Other | Willis Towers Watson Group Trust - Diversified Credit Fund | [2018-04-02] | 5,427.3 | 4,044.5 |
| Other | Willis Towers Watson Group Trust - Diversified Equity Fund | [2018-04-02] | 8,818.5 | 4,027.1 |
| Other | Willis Towers Watson Group Trust - Global Equity Focus Fund | [2018-04-02] | 4,221.1 | 2,748.3 |
| Other | Willis Towers Watson Group Trust - Long Credit Fund | [2018-04-02] | 3,002.9 | 1,231.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 96 | 52.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 129 | 52.2 |
| By Discretionary | ||
| Discretionary | 126 | 47.7 |
| Non-Discretionary | 3 | 4.5 |
| Total | 129 | 52.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 49.6 | |
| Total | 129 | 52.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Ebony Mylesberry | 90 | ||
| Craig Pearlman | 5 | ||
| Joseph Allessie | 3 | ||
| Mark Gilbert | 14 | ||
| Steven Carlson | 7 | ||
| Bank of New York Mellon | 6 | ||
| Kemp Ross | 6 | ||
| Joshua Hall | 3 | ||
| Towers Watson Investment Services Inc | 9 | ||
| Nimisha Srivastava | 5 | ||
| Carlson Steven | 4 | ||
| WTW Funds GP LLC | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
China Asset Management Hong Kong Limited
✚
|
12.7 | |
|
Black Creek Investment Management Inc
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|
7.8 | |
|
Vibrant Capital Partners Inc
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NY | 5.7 |
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American Realty Advisors LLC
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CA | 3.3 |
|
One River Asset Management LLC
✚
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CT | 3.2 |
|
New Vernon Investment Management LLC
✚
|
IL | 0.1 |
|
Belvedere Advisors LLC
✚
|
IL | 0.0 |
|
Lansdowne Partners Limited Partnership
✚
|
0.0 | |
|
JL Berkowitz & Co LLC
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|
NY | 0.0 |
|
Muirfield Capital Management LLC
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|
NY | 0.0 |