Westwood Management is an investment advisor in Dallas with $10.87 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
133160186
SEC advisor number
801-18727
FINRA CRD number
110269
AUM ?
$10.87 bn
(as of 7 Dec 22)
Accounts
206
(as of 7 Dec 22)
Employees
76
(42 investment advisory or research)
Address
Westwood Management
200 CRESCENT COURT
SUITE 1200
DALLAS
TX 75201
200 CRESCENT COURT
SUITE 1200
DALLAS
TX 75201
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
214-756-6900
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Montgomery, Susan, Byrne | Chairman and Director | 02/1983 | < 5% |
| Casey, Brian, Oconnor | President and CEO, Director | 01/2006 | < 5% |
| Westwood Holdings Group, Inc. | Owner | 12/2001 | > 75% |
| Gerron, Julie, Kramer | Senior Vice President - General Counsel and Chief Compliance Officer | 07/2007 | < 5% |
| Gomez, Fabian | Chief Operating Officer | 02/2018 | < 5% |
| Forbes, Murray | SVP, Chief Financial Officer, Treasurer | 11/2018 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
13 Aug 24
13F-NT
Notice of holdings reported by another manager
14 May 24
13F-NT
Notice of holdings reported by another manager
13 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
15 Aug 22
13F-NT
Notice of holdings reported by another manager
12 May 22