1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WESTWOOD GLOBAL INVESTMENTS

Map pinPARK CITY, UT
Phone617-428-4040
NotebookSEC #801-61776
Total AUM
$9.5B
Employees
30
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1090 CENTER DRIVE
PARK CITY
UT 84098
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
617-428-4040
Other Offices
1

ReceiptFinancials

Total AUM
$9.5B
Accounts
13
Discretionary
$9.5B
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Investment Company Clients
1
AUM
$57.2M
Pooled Vehicle Clients
6
AUM
$5.5B
Charitable Organization Clients
2
AUM
$2.6B
Government Entity Clients
1
AUM
$1.3B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAUT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account