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GW&K INVESTMENT MANAGEMENT, LLC
CRD 121942 · SEC 801-61559
222 BERKELEY STREET, 15TH FLOOR, BOSTON, MA, 02116, United States
Phone
617-236-8900
Fax
617-236-1815
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$52.78B
Discretionary AUM
$52.78B
Team
177 total employees; 63 advisory reps; 26 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47749 | $40.39B |
| Banking/thrift institutions | 17 | $312.2M |
| Investment companies | 17 | $4.93B |
| Pooled investment vehicles | 14 | $3.00B |
| Pension/profit sharing plans | 123 | $707.7M |
| State/municipal entities | 13 | $294.3M |
| Sovereign wealth funds | 1 | $20.4M |
| Corporations/business entities | 776 | $3.12B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD