Westwood Management is an investment advisor in Chicago with $799.27 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
362868317
SEC advisor number
801-11728
FINRA CRD number
110354
AUM ?
$799.27 mm
(as of 26 Jun 23)
Accounts
113
(as of 26 Jun 23)
Employees
4
(1 investment advisory or research)
Address
Westwood Management
208 S LASALLE ST
STE 1698
CHICAGO
IL 60604
208 S LASALLE ST
STE 1698
CHICAGO
IL 60604
Office hours
Monday - Friday, 8:00 AM TO 4:00 PM
Phone
3122363336
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Perlow Gift Trust for Lloyd U/a/d 12/1/98 | Shareholder | 12/1998 | 10-25% |
Perlow Gift Trust for Julie U/a/d 12/1/98 | Shareholder | 12/1998 | 10-25% |
Michael Perlow Revocable Trust U/a/d 9/26/77 | Shareholder | 12/1998 | > 75% |
Goldman, Peter, Loring | President & Chief Executive Officer | 05/2023 | < 5% |
Moody, Cynthia, Ann | Chief Compliance Officer | 05/2023 | < 5% |
Perlow, Lloyd, Joshua | Trustee | 05/2023 | > 75% |
Perlow Greene, Julie, Ann | Trustee | 05/2023 | > 75% |
Perlow, Lloyd, Joshua | Trustee | 05/2023 | > 75% |
Perlow Greene, Julie, Ann | Trustee | 05/2023 | > 75% |
Perlow Greene, Julie, Ann | Trustee | 05/2023 | > 75% |
Mack, Judith, Perlow | Trustee | 05/2023 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21