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Westwood Global Investments LLC
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CRD # | 125012 |
SEC # | 801-61776 |
CIK # | 0001356513 |
AUM | $12.2 BB (2024-08-01) |
Employees | 36 (56% Investors, 0% Brokers) |
Phone | 617-428-4040 |
Address | One Financial Center Boston, MA 02111 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
ITUB | 42.7 | 0.3 | |
BAP | 9.8 | 0.3 | |
TS | 15.8 | 0.3 | |
AMX | 65.1 | 0.2 | |
BVN | 1.7 | 0.2 | |
ABEV | 39.5 | 0.2 | |
SHEL | 196.2 | 0.2 | |
CHKP | 15.6 | 0.1 | |
BHP | 147.3 | 0.1 | |
HDB | 102.1 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | WGI Emerging Markets Research Fund LLC | 2023-03-30 | 2.6 | |
Other | WGI Developed Markets Ex-US Fund LLC | [2016-03-28] | 548.6 | 290.9 |
Other | WGI Emerging Markets Fund LLC | [2012-03-30] | 5,511.5 | 4,582.2 |
Other | WGI Emerging Markets Smaller Companies Fund LLC | [2012-03-30] | 1,064.7 | 480.5 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
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 | 1 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 7 | 5.5 |
(g) Pension and profit sharing plans | 6 | 0.9 |
(h) Charitable organizations | 6 | 3.6 |
(i) State or municipal government entities | 6 | 1.7 |
(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 | 0.4 |
(n) Other | 0 | 0.0 |
Total | 28 | 12.2 |
By Discretionary | ||
Discretionary | 28 | 12.2 |
Non-Discretionary | 0 | 0.0 |
Total | 28 | 12.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 12.1 | |
Total | 28 | 12.2 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Bryan Ward | 9 | ||
Meg Reynolds | 5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001356513] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Mason Investment Advisory Services Inc
✚
|
VA | 12.2 |
Glenmede Investment Management LP
✚
|
PA | 12.0 |
Morningstar Investment Services LLC
✚
|
IL | 12.0 |
Westwood Management Corp
✚
|
TX | 11.9 |
Cooke & Bieler LP
✚
|
PA | 11.8 |
Polaris Capital Management LLC
✚
|
MA | 11.8 |
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
11.7 | |
Guideline Inc
✚
|
CA | 11.7 |
McQueen Financial Advisors II Inc
✚
|
MI | 11.6 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP
✚
|
MA | 11.6 |