Westwood Global Investments

RIASEC RegisteredEst. 2003

Total AUM

$9.5B

Discretionary

$9.5B

100% of AUM

Avg account

$728M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Park City, Utah
CRD number: 125012
Registered since: January 31, 2003
Website: westwoodglobal.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles58.52%
Charitable Organizations27.45%
State / Municipal Government13.42%
Investment Companies0.6%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Westwood Global Investments is an SEC-registered investment adviser organized as a limited liability company and operating primarily for institutional clients. The firm provides portfolio management across multiple vehicle types — individual and small-business accounts, investment companies, pooled investment vehicles and institutional/balance-sheet accounts — and charges fees as a percentage of assets under management. Its regulatory profile classifies it as an “other” fund provider rather than a traditional capital allocator or pension consultant. The firm does not identify as an active ESG investor.