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WESTWOOD GLOBAL INVESTMENTS
Legal name: WESTWOOD GLOBAL INVESTMENTS LLC
CRD 125012File 801-61776
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.47B
Top 10% of cohort (national)
Discretionary AUM
$9.47B
Clients
9
13 accounts
Employees
30
Top 10% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 31, 2003
- Principal office
- 1090 CENTER DRIVE, PARK CITY, UT, 84098
- Phone
- 617-428-4040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.47B
- Discretionary AUM
- $9.47B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $1.05B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $57.2M |
| Charitable organizations | 2 | $2.60B |
| Pooled investment vehicles | 6 | $5.54B |
| State or municipal government entities | Fewer than 5 | $1.27B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- 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.