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WESTERN ASSET MANAGEMENT COMPANY LIMITED
CRD 110427File 801-21068
APPROVED
Disclosure events
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.09B
Top 10% of cohort (national)
Discretionary AUM
$20.09B
Clients
35
34 accounts
Employees
27
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 13, 1984
- Principal office
- 10 EXCHANGE SQUARE, PRIMROSE STREET, LONDON, EC2A 2EN
- Phone
- 011-44-20-7422-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.09B
- Discretionary AUM
- $20.09B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 34
- Non-discretionary accounts
- 0
- Total accounts
- 34
- AUM per client
- $574.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.11B |
| Non-U.S. persons | 8 | $14.15B |
| Insurance companies | Fewer than 5 | $942.0M |
| Investment companies | 1 | $0 |
| Charitable organizations | 5 | $602.8M |
| Pooled investment vehicles | 12 | $1.65B |
| Pension and profit sharing plans | Fewer than 5 | $277.2M |
| State or municipal government entities | Fewer than 5 | $1.36B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 49 | 27 | decreased by22 |
| Jan 1, 2026 | Clients | 60 | 35 | decreased by25 |
| Jan 1, 2026 | AUM | $33,564,819,451 | $20,094,199,212 | decreased by$13,470,620,239 |
| Jan 1, 2026 | Accounts | 60 | 34 | decreased by26 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 63 | 49 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 91 | 60 | decreased by31 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $33,136,606,218 | $33,564,819,451 | increased by$428,213,233 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 91 | 60 | decreased by31 |
| Jan 1, 2022 | Clients | 60 | 91 | increased by31 |
| Jan 1, 2022 | AUM | $35,489,140,945 | $33,136,606,218 | decreased by$2,352,534,727 |
| Jan 1, 2022 | Accounts | 59 | 91 | increased by32 |
| Jul 1, 2021 | Employees | 64 | 63 | decreased by1 |
| Jul 1, 2021 | Clients | 64 | 60 | decreased by4 |
| Jul 1, 2021 | AUM | $32,201,979,529 | $35,489,140,945 | increased by$3,287,161,416 |
| Jul 1, 2021 | Accounts | 63 | 59 | decreased by4 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WESTERN ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTERN ASSET” 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.