WESTWOOD MANAGEMENT CORP

RIASEC RegisteredEst. 1983

Total AUM

$12.5B

Discretionary

$12.5B

100% of AUM

Avg account

$50M

Accounts

249

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 110269
Registered since: April 11, 1983
Website: westwoodgroup.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies46.27%
State / Municipal Government21.84%
Pooled Investment Vehicles12.23%
Pension & Profit Sharing Plans9.17%
Sovereign Wealth Funds3.81%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Westwood Management Corp is a U.S.-based investment adviser that emphasizes equity-centered portfolio management while also operating pooled investment vehicles and commodity-related activities. The firm manages discretionary portfolios for both individual and institutional clients and runs strategies that incorporate exchange-traded equities as a core sleeve. Westwood is an active ESG investor, which it layers onto its security selection and manager-screening processes. Its business model combines traditional portfolio management for individuals and institutions with CPO/CTA activity and administration of pooled vehicles; that structure supports both separately managed accounts and collective investment products. The firm charges clients on a percentage-of-AUM basis and may deploy performance-based fee arrangements for certain vehicles or mandates. That fee mix aligns incentives with performance for concentrated or specialized strategies where the firm acts as investment manager or general partner.