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| Westwood Management Corp
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|---|---|
| CRD # | 110269 |
| SEC # | 801-18727 |
| CIK # | 0001607760 |
| AUM | 12.46 B (2026-03-31) |
| Employees | 95 (72% Investors, 28% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-756-6900 |
| Address | 200 Crescent Court Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Williams Companies Inc | 0.3 | ||
| Energy Transfer Equity LP | 0.3 | ||
| Kinder Morgan Inc | 0.3 | ||
| Cheniere Energy Inc | 0.2 | ||
| Enterprise Products Partners L P | 0.2 | ||
| Enbridge Inc | 0.2 | ||
| Targa Resources Corp | 0.2 | ||
| DT Midstream Inc | 0.1 | ||
| Oneok Inc /New/ | 0.1 | ||
| Transcanada Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 0.2 |
| (b) Individuals (high net worth individuals) | 19 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 24 | 5.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 1.5 |
| (g) Pension and profit sharing plans | 10 | 1.1 |
| (h) Charitable organizations | 7 | 0.2 |
| (i) State or municipal government entities | 18 | 2.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.5 |
| (m) Corporations or other businesses not listed above | 7 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 249 | 12.5 |
| By Discretionary | ||
| Discretionary | 249 | 12.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 249 | 12.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 11.1 | |
| Total | 249 | 12.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001607760] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $17.4B |
| Clients | 40 |
| Serves | Institutional, Retail |
| LEI | 5493007KT04ZMBGVOW11 |
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|---|---|---|
|
State Farm Investment Management Corp
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IL | 12.94 B |
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Loring Wolcott & Coolidge Fiduciary Advisors LLP
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Ariel Investments LLC
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IL | 12.78 B |
|
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|
Prospera Financial Services Inc
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TX | 12.44 B |
|
Vaughan Nelson Investment Management LP
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TX | 12.24 B |
|
Gilder Gagnon Howe & Co LLC
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NY | 12.12 B |
|
Gusto Investment Services LLC
✚
|
CA | 12.01 B |