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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Westwood Management Corp
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| CRD # | 110269 |
| SEC # | 801-18727 |
| CIK # | 0000912160, 0000949471, 0001607760 |
| AUM | $12.8 B (2025-04-11) |
| Employees | 103 (74% Investors, 30% Brokers) |
| Phone | 214-756-6900 |
| Address | 200 Crescent Court Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Energy Transfer Equity LP | 0.3 | ||
| Williams Companies Inc | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Kinder Morgan Inc | 0.2 | ||
| Cheniere Energy Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Enterprise Products Partners L P | 0.2 | ||
| Targa Resources Corp | 0.2 | ||
| Oneok Inc /New/ | 0.2 | ||
| Abbott Laboratories | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 0.2 |
| (b) Individuals (high net worth individuals) | 67 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 22 | 5.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 1.7 |
| (g) Pension and profit sharing plans | 11 | 1.3 |
| (h) Charitable organizations | 8 | 0.3 |
| (i) State or municipal government entities | 18 | 2.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 1.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 293 | 12.8 |
| By Discretionary | ||
| Discretionary | 293 | 12.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 293 | 12.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 12.6 | |
| Total | 293 | 12.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000912160] | |
| 13F-HR | [0000949471] | |
| 13F-NT | [0000949471] | |
| 4 | [0000949471] | |
| SC 13G | [0000949471] | |
| 13F-NT | [0001607760] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Westwood Management Corp /TX | |
| Teton Advisors, Inc. |
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