Investment adviser · CRD 125012
WESTWOOD GLOBAL INVESTMENTS
Investment adviser filing (IA)
WESTWOOD GLOBAL INVESTMENTS LLC
PARK CITY, UT, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $9.47B Form ADV · Item 5.F
- Client accounts
- 13 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 6 | $5,539,373,637 | 58.5% |
| Charities | 2 | $2,598,620,751 | 27.5% |
| Government entities | Fewer than 5 | $1,270,030,351 | 13.4% |
| Investment companies | 1 | $57,183,603 | 0.6% |
Filing source
Form ADV 2066475 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
5 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WGI EMERGING MARKETS FUND, LLCOther Private Fund · Last reported Mar 27, 2026$4.87BGross asset value
Form D fundraising filings
WGI Emerging Markets Fund, LLC.
Feeder funds
- WGI GLOBAL EX-U.S. FUND, LLC
- WGI EMERGING MARKETS FEEDER FUND, LTD
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
Fund details & source
- Fund ID
- 805-4011179108
- Reported beneficial owners
- 280
- Minimum commitment
- $1M
- Form D file number
- 021-164001
- Form D file number
- 021-364708
Form ADV 2066475 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WGI EMERGING MARKETS SMALLER COMPANIES FUND, LLCOther Private Fund · Last reported Mar 27, 2026$442MGross asset value
Form D fundraising filings
WGI Emerging Markets Smaller Companies Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
Fund details & source
- Fund ID
- 805-4525038996
- Reported beneficial owners
- 46
- Minimum commitment
- $1M
- Form D file number
- 021-173151
Form ADV 2066475 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WGI EMERGING MARKETS RESEARCH FUND, LLCOther Private Fund · Last reported Mar 27, 2026$2.58MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
Fund details & source
- Fund ID
- 805-6815598058
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
Form ADV 2066475 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WGI DEVELOPED MARKETS EX-U.S. FUND, LLCOther Private Fund · Last reported Mar 5, 2026$688MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
Fund details & source
- Fund ID
- 805-4643092331
- Reported beneficial owners
- 59
- Minimum commitment
- $1M
- Form D file number
- 021-246076
- Form D file number
- 021-364708
Form ADV 2066285 · Mar 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WGI DEVELOPED MARKETS EX-U.S. FUND, LLC - SROther Private Fund · Last reported Mar 5, 2026$259MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
Fund details & source
- Fund ID
- 805-7035399953
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
- Form D file number
- 021-522610
Form ADV 2066285 · Mar 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
1090 CENTER DRIVEPARK CITY, UT, 84098, United States
CRD 125012
Filing source
Form ADV 2066475 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.