|
⚲
|
| Westwood Global Investments LLC
✚
|
|
|---|---|
| CRD # | 125012 |
| SEC # | 801-61776 |
| CIK # | 0001356513 |
| AUM | $11.8 B (2025-03-31) |
| Employees | 38 (55% Investors, 0% Brokers) |
| Phone | 617-428-4040 |
| Address | One Financial Center Boston, MA 02111 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | WGI Emerging Markets Research Fund LLC | 2023-03-30 | 2.6 | |
| Other | WGI Emerging Markets Fund LLC | [2012-03-30] | 3.4 | 3,841.6 |
| Other | WGI Emerging Markets Smaller Companies Fund LLC | [2012-03-30] | 1,064.7 | 435.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 5.4 |
| (g) Pension and profit sharing plans | 5 | 0.8 |
| (h) Charitable organizations | 6 | 3.6 |
| (i) State or municipal government entities | 6 | 1.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 15 | 0.3 |
| Total | 43 | 11.8 |
| By Discretionary | ||
| Discretionary | 43 | 11.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 43 | 11.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 11.7 | |
| Total | 43 | 11.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Bryan Ward | 9 | ||
| Meg Reynolds | 5 | ||
| Jarrod Pelletier | 3 | ||
| Joshua Byrne | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001356513] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clarfeld Financial Advisors LLC
✚
|
NY | 12.2 |
|
Vident Advisory LLC
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|
GA | 12.1 |
|
Sarofim Trust Co LTA
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|
TX | 12.0 |
|
Mairs and Power Inc
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|
MN | 12.0 |
|
Gilder Gagnon Howe & Co LLC
✚
|
NY | 11.6 |
|
Sapient Capital LLC
✚
|
IN | 11.4 |
|
Capital Wealth Planning LLC
✚
|
FL | 11.4 |
|
Cooke & Bieler LP
✚
|
PA | 11.4 |
|
QRG Capital Management Inc
✚
|
IL | 11.4 |
|
Independent Financial Group LLC
✚
|
CA | 11.3 |