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GW&K INVESTMENT MANAGEMENT, LLC
CRD 121942File 801-61559
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$52.78B
Top 10% of cohort (national)
Discretionary AUM
$52.78B
Clients
48,710
48,710 accounts
Employees
177
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 18, 2002
- Principal office
- 222 BERKELEY STREET, 15TH FLOOR, BOSTON, MA, 02116
- Phone
- 617-236-8900
- Website
- https://www.gwkinvest.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $52.78B
- Discretionary AUM
- $52.78B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 48,710
- Non-discretionary accounts
- 0
- Total accounts
- 48,710
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 776 | $3.12B |
| Non-U.S. persons | Fewer than 5 | $20.4M |
| Investment companies | 17 | $4.93B |
| High net worth individuals | 47,749 | $40.39B |
| Pooled investment vehicles | 14 | $3.00B |
| Banking or thrift institutions | 17 | $312.2M |
| Pension and profit sharing plans | 123 | $707.7M |
| State or municipal government entities | 13 | $294.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.