The WESTWOOD GROUP is a publicly held investment adviser that advises $13.77Bn in regulatory assets under management held in 6 SEC fund types across 8 investment strategies. WESTWOOD GROUP is a Public/Private Fund Assets increased by 28.45% over the last 5-years.
The Group has been registered with the SEC for 43.33 years and is comprised of 5 filing and 3 relying advisers. They operate out of 4 office locations with their Headquarters at 200 CRESCENT COURT SUITE 1200, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 165 employees comprised of 90 investment and 75 non-investment staff. The total number of Employees decreased by 16.24% over the last 5-years.
Their $13.77Bn in assets advised are owned by 34 private funds, 27 public funds and BDCs and 254 other accounts. Assets of Investment Companies (IC) clients own $6.06Bn or 44% of Total Assets and Government Entities and Pension Plans own $2.72Bn or 19.76% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and Secondaries, representing 59.36%, 28.75% and 5.89% of total assets, respectively.
They advise 8 types of clients, top clients are Investment Companies (IC) and Government Entities and Pension Plans.
The Group uses 2 Fund Administrators, 4 Fund Auditors, 1 Prime Brokers, 8 Custodians and 13 Marketers. It does not report a third-party Fund Administrator in 5 private funds with $290.4mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
WESTWOOD GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.