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WESTWOOD MANAGEMENT CORP
CRD 110269File 801-18727
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.46B
Top 10% of cohort (national)
Discretionary AUM
$12.46B
Clients
247
249 accounts
Employees
95
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 11, 1983
- Principal office
- 200 CRESCENT COURT, SUITE 1200, DALLAS, TX, 75201
- Phone
- 214-756-6900
- Website
- http://westwoodetfs.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.46B
- Discretionary AUM
- $12.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 249
- Non-discretionary accounts
- 0
- Total accounts
- 249
- AUM per client
- $50.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $307.0M |
| Non-U.S. persons | Fewer than 5 | $474.7M |
| Insurance companies | Fewer than 5 | Not reported |
| Investment companies | 24 | $5.76B |
| Charitable organizations | 7 | $248.1M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 19 | $81.7M |
| Pooled investment vehicles | 16 | $1.52B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 10 | $1.14B |
| State or municipal government entities | 18 | $2.72B |
| Individuals (other than high net worth individuals) | 146 | $195.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 103 | 95 | decreased by8 |
| Apr 1, 2026 | Clients | 289 | 247 | decreased by42 |
| Apr 1, 2026 | AUM | $12,802,824,273 | $12,457,042,247 | decreased by$345,782,026 |
| Apr 1, 2026 | Accounts | 293 | 249 | decreased by44 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 76 | 103 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 212 | 289 | increased by77 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,870,605,423 | $12,802,824,273 | increased by$1,932,218,850 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 206 | 293 | increased by87 |
| Apr 1, 2022 | Employees | 82 | 76 | decreased by6 |
| Apr 1, 2022 | Clients | 227 | 212 | decreased by15 |
| Apr 1, 2022 | AUM | $9,436,266,298 | $10,870,605,423 | increased by$1,434,339,125 |
| Apr 1, 2022 | Accounts | 231 | 206 | decreased by25 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WESTWOOD MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTWOOD MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.