WEITZ INVESTMENT MANAGEMENT, INC.

RIASEC RegisteredEst. 1983

Total AUM

$8.1B

Discretionary

$7.7B

96% of AUM

Avg account

$367M

Accounts

Employees

Advisory reps

Firm details

Headquarters: OMAHA, Nebraska
CRD number: 105088
Registered since: May 12, 1983
Website: weitzinvestments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies95.19%
Charitable Organizations3.54%
HNWI1.08%
Other0.19%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Weitz Investment Management, Inc. is a long-established SEC-registered investment adviser (registered since 1983) organized as a corporation and owned privately. The firm’s stated advisory activity spans portfolio management for individuals and small businesses, investment companies, and institutional clients; its snapshot characterizes the client base as institutional while its ADV shows capacity to manage private and institutional separate accounts. Compensation is by a percentage of assets under management. The firm is not an active ESG investor, is not a multi-state adviser per the snapshot, and does not identify as a pension consultant. It is affiliated with broker-dealer activity.