WESTWOOD GLOBAL INVESTMENTS

WESTWOOD GLOBAL INVESTMENTS LLC

CRD 125012 · SEC 801-61776

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1090 CENTER DRIVE, PARK CITY, UT, 84098, United States

Phone

617-428-4040

Fax

617-428-4069

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$9.47B

Discretionary AUM

$9.47B

Team

30 total employees; 14 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Investment companies	1	$57.2M
Pooled investment vehicles	6	$5.54B
Charitable organizations	2	$2.60B

States served

MA, UT, TX

All web addresses on file

https://www.linkedin.com/company/westwood-global-investments
HTTP://WWW.WESTWOODGLOBAL.COM

Official SEC filing: View on IAPD