Westwood Global Investments LLC

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Assets, Funds, Holdings

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Westwood Global Investments LLC
CRD #125012
SEC #801-61776
CIK #0001356513
AUM $12.2 BB (2024-08-01)
Employees 36 (56% Investors, 0% Brokers)
Phone617-428-4040
AddressOne Financial Center
Boston, MA 02111
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
151296302002200920172025
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 ($BB)
3.02.41.81.20.60.02013201720212025
Type Form D Funds Date Sold ($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
Bryan Ward 9
Meg Reynolds 5
EDGAR Form CIK 2011 - 2024
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
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