Data / Investment advisers / Utah / Westwood Global Investments
Westwood Global Investments, Park City, UT: $9.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Westwood Global Investments is an SEC registered investment adviser with its main office in Park City, Utah and reports $9.5 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pooled investment vehicles, charitable organizations and state and municipal governments. It is paid through a percentage of assets under management. It advises 3 private funds.
The request: Watch Westwood Global Investments (CRD number 125012): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 125012
- SEC file number
- 801-61776
- SEC status
- Approved, effective January 31, 2003
- Legal name
- Westwood Global Investments LLC
- Main office
- 1090 Center Drive, Park City, UT 84098
- Phone
- (617) 428-4040
- Website
- westwoodglobal.com
- Regulatory AUM
- $9,465,208,342 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $9,465,208,342
- Accounts
- 13
- Employees
- 30, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 3: 3 other private funds
- Gross assets of private funds
- $5,309,620,618
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 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 |
|---|---|---|
| Pooled investment vehicles | 6 | $5.54 billion |
| Charitable organizations | 2 | $2.60 billion |
| State or municipal government entities | Fewer than 5 | $1.27 billion |
| Investment companies | 1 | $57.2 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 | $9.47 billion | March 27, 2026 |
| December 1, 2025 | $11.82 billion | March 31, 2025 |
Other advisers in Park City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gladius Capital Management LP | Park City | $2.88 billion | 4 | adviserinfo.sec.gov |
| DW Healthcare Partners | Park City | $2.74 billion | 12 | adviserinfo.sec.gov |
| HST Ventures, LLC | Park City | $551.1 million | Not listed | adviserinfo.sec.gov |
| Decathlon Capital Management II, LLC | Park City | $266.7 million | 5 | adviserinfo.sec.gov |
| Kultura Capital Management LP | Park City | $244.7 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Park City, UT
- Investment advisers in Utah
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving charitable organizations
- Advisers that manage private funds
- Westwood Global Investments 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.