|
⚲
|
| Keyboard |
| Westwood Global Investments LLC
✚
|
|
|---|---|
| CRD # | 125012 |
| SEC # | 801-61776 |
| CIK # | 0001356513 |
| AUM | 9,465.2 M (2026-03-27) |
| Employees | 30 (47% Investors, 0% Brokers) |
| Phone | 617-428-4040 |
| Address | 1090 Center Drive Park City, UT 84098 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001356513 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Credicorp Ltd | 0.5 | ||
| ITAU Unibanco Holding Sa | 0.5 | ||
| Buenaventura Mining Co Inc | 0.4 | ||
| Tenaris Sa | 0.4 | ||
| America Movil SAB de CV/ | 0.3 | ||
| Grupo Financiero Galicia Sa | 0.3 | ||
| YUM China Holdings Inc | 0.2 | ||
| HDFC Bank Ltd | 0.0 | ||
| BBVA Banco Frances Sa | 0.0 | ||
| Globant Sa | 0.0 | ||
| Ternium Sa | 0.0 | ||
| Greentree Hospitality Group Ltd | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | WGI Emerging Markets Research Fund LLC | 2023-03-30 | 2.6 M | |
| Other | WGI Emerging Markets Fund LLC | [2012-03-30] | 6,413.5 M | 4,865.2 M |
| Filed 2026-03-04 (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 | WGI Emerging Markets Smaller Companies Fund LLC | [2012-03-30] | 1,074.8 M | 441.9 M |
| Filed 2026-02-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 5.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.6 |
| (i) State or municipal government entities | 0 | 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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 9.5 |
| By Discretionary | ||
| Discretionary | 13 | 9.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 9.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 9.3 | |
| Total | 13 | 9.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Bryan Ward | Executive Officer | 10 | 4 | |
| Meg Reynolds | Executive Officer | 6 | 3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001356513] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $5.1B |
| Serves | Institutional, Retail |
| LEI | 549300CA0TY8TCNA4540 |
| Comparable Firms | State | AUM |
|---|---|---|
|
F L Putnam Investment Management Co
✚
|
MA | 9,715.4 M |
|
Simplify Asset Management Inc
✚
|
NV | 9,635.5 M |
|
Harbour Investments Inc
✚
|
WI | 9,599.1 M |
|
Frontier Capital Management Co LLC
✚
|
MA | 9,597.3 M |
|
CornerStone Advisors Asset Management LLC
✚
|
PA | 9,571.8 M |
|
Mariner Independent Advisor Network LLC
✚
|
KS | 9,568.8 M |
|
Orgel Wealth Management LLC
✚
|
WI | 9,548.7 M |
|
Composition Wealth LLC
✚
|
CA | 9,470.8 M |
|
Joel Isaacson & Co LLC
✚
|
NY | 9,323.6 M |
|
Crawford Investment Counsel Inc
✚
|
GA | 9,139.4 M |