Western Asset Management Company Limited

RIASEC RegisteredEst. 1984

Total AUM

$20.1B

Discretionary

$20.1B

100% of AUM

Avg account

$591M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 110427
Registered since: April 13, 1984
Website: www.westernasset.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Sovereign Wealth Funds70.41%
Pooled Investment Vehicles8.22%
State / Municipal Government6.76%
Corporations / Businesses5.54%
Insurance Companies4.69%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Western Asset Management Company Limited is an SEC-registered institutional RIA (registered in 1984) organized as a corporation and identified as a foreign-owned entity. The firm reports an institutional client base and provides portfolio management across a range of account types — individuals/small businesses, investment companies, pooled vehicles and institutional accounts. Fee arrangements include percentage-of-AUM fees and performance-based fees. The firm discloses active engagement on ESG considerations and is not positioned primarily as a capital allocator. Its regulatory affiliations include roles as a broker-dealer, an investment adviser to other managers, a CPO/CTA, and sponsor/GP/manager of pooled investment vehicles.