Data / Investment advisers / Massachusetts / GW&K Investment Management, LLC
GW&K Investment Management, LLC, Boston, MA: $52.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
GW&K Investment Management, LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $52.8 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, investment companies and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 121942
- SEC file number
- 801-61559
- SEC status
- Approved, effective November 18, 2002
- Main office
- 222 Berkeley Street 15th Floor, Boston, MA 02116
- Phone
- (617) 236-8900
- Website
- gwkinvest.com
- Regulatory AUM
- $52,782,948,184 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $52,782,948,184
- Accounts
- 48,710
- Employees
- 177, of which 63 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $170,994,492
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47,749 | $40.39 billion |
| Investment companies | 17 | $4.93 billion |
| Corporations or other businesses | 776 | $3.12 billion |
| Pooled investment vehicles | 14 | $3.00 billion |
| Pension and profit sharing plans | 123 | $707.7 million |
| Banking or thrift institutions | 17 | $312.2 million |
| State or municipal government entities | 13 | $294.3 million |
| Sovereign wealth funds and foreign official institutions | 1 | $20.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $52.78 billion | March 26, 2026 |
| December 1, 2025 | $52.93 billion | March 27, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Adage Capital Management, L.P. | Boston | $70.44 billion | 1 | adviserinfo.sec.gov |
| John Hancock Variable Trust Advisers LLC | Boston | $68.59 billion | Not listed | adviserinfo.sec.gov |
| Newton Investment Management North America | Boston | $59.16 billion | Not listed | adviserinfo.sec.gov |
| Ta Associates | Boston | $55.07 billion | 30 | adviserinfo.sec.gov |
| Breckinridge Capital Advisors Inc | Boston | $54.28 billion | Not listed | adviserinfo.sec.gov |
| Partners Capital Investment Group, LLP | Boston | $50.51 billion | 50 | adviserinfo.sec.gov |
| SCS Capital Management LLC | Boston | $48.65 billion | 62 | adviserinfo.sec.gov |
| Manulife Investment Management Private Markets (US) LLC | Boston | $48.31 billion | 44 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- Advisers that manage private funds
- GW&K Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.