WESTWOOD MANAGEMENT CORP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $12.46B |
| Discretionary | $12.46B100% of AUM |
| Client Accounts | 249 |
| Avg Account Size | $50.0M |
| Employees | 95 |
| Peak AUM | $19.28BMar 2018 |
| AUM CAGR | +5.4% /yrover 25 yrs · 57 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $12.5B | 2.7% | +2.2% | +5.7% | |
| Discretionary AUM | $12.5B | ||||
Key Metrics
| Total AUM | $12.46B |
| Discretionary | $12.46B |
| Employees | 95 |
| Client Accounts | 249 |
Contact & Location
Address
200 CRESCENT COURT
DALLAS TX 75201
Phone
214-756-6900
Filing History
57 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$12.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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