Westwood Management is an investment advisor in Chicago with $1.36 bn 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 ?
$1.36 bn
(as of 25 Jul 22)
Accounts
119
(as of 25 Jul 22)
Employees
5
(2 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, Michael, (NMN) | President & Chief Compliance Officer | 04/1976 | > 75% |
| 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% |
| Friedman, Abel, (NMN) | Trustee | 12/1998 | |
| Friedman, Abel, (NMN) | Trustee | 12/1998 |
Latest filings (excl ownership)
No filings
Latest ownership filings
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
13F-HR
Quarterly holdings report by institutional manager
23 Jul 21
13F-HR
Quarterly holdings report by institutional manager
26 Apr 21
13F-HR
Quarterly holdings report by institutional manager
26 Jan 21
13F-HR
Quarterly holdings report by institutional manager
23 Oct 20