WESTWOOD MANAGEMENT CORPORATION
CRD #110354 SEC #801-11728 CHICAGO, IL 312-236-3336
SEC Registered
Total AUM
$799.3M
Discretionary
$799.3M
Employees
5
Clients
--
Accounts
113
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $799.3M | $799.3M | $0 | 4 | 0 |
| Jun 2023 | $799.3M | $799.3M | $0 | 4 | 0 |
| Mar 2023 | $799.3M | $799.3M | $0 | 5 | 0 |
| Jul 2022 | $1.4B | $1.4B | $0 | 5 | 0 |
| Jul 2022 | $1.4B | $1.4B | $0 | 5 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 5 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 5 | 0 |
| Mar 2021 | $1.2B | $1.2B | $0 | 5 | 0 |
| Jun 2020 | $878.3M | $878.3M | $0 | 5 | 1 |
| Mar 2020 | $878.3M | $878.3M | $0 | 5 | 1 |
| Mar 2019 | $671.7M | $671.7M | $0 | 5 | 1 |
| Mar 2018 | $750.9M | $750.9M | $0 | 5 | 1 |
| Mar 2017 | $578.3M | $578.3M | $0 | 5 | 111 |
| Mar 2016 | $619.8M | $619.8M | $0 | 5 | 117 |
| Mar 2015 | $644M | $644M | $0 | 5 | 113 |
| May 2014 | $655.2M | $655.2M | $0 | 4 | 113 |
| Apr 2014 | $655.2M | $655.2M | $0 | 4 | 113 |
| Mar 2014 | $655.2M | $655.2M | $0 | 4 | 113 |
| Mar 2013 | $470.2M | $470.2M | $0 | 4 | 111 |
| Mar 2012 | $421.3M | $421.3M | $0 | 1 | 105 |
| Mar 2012 | $444.9M | $444.9M | $0 | 1 | 26 |
| Nov 2011 | $444.9M | $444.9M | $0 | 1 | 26 |
| Mar 2008 | $561.9M | $561.9M | $0 | 5 | -- |
| Mar 2007 | $475.4M | $475.4M | $0 | 5 | -- |
| Mar 2006 | $448.5M | $448.5M | $0 | 5 | -- |
| Oct 2005 | $414.5M | $414.5M | $0 | 5 | -- |
| Sep 2005 | $414.5M | $414.5M | $0 | 5 | -- |
| Mar 2002 | $346.1M | $346.1M | $0 | 5 | -- |
| Nov 2001 | $599.8M | $599.8M | $0 | 5 | -- |
| Oct 2001 | $599.8M | $599.8M | $0 | 5 | -- |
DateJun 2023
Total AUM$799.3M
Discretionary$799.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2023
Total AUM$799.3M
Discretionary$799.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$799.3M
Discretionary$799.3M
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$878.3M
Discretionary$878.3M
Non-Disc.$0
Employees5
Clients1
DateMar 2020
Total AUM$878.3M
Discretionary$878.3M
Non-Disc.$0
Employees5
Clients1
DateMar 2019
Total AUM$671.7M
Discretionary$671.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2018
Total AUM$750.9M
Discretionary$750.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2017
Total AUM$578.3M
Discretionary$578.3M
Non-Disc.$0
Employees5
Clients111
DateMar 2016
Total AUM$619.8M
Discretionary$619.8M
Non-Disc.$0
Employees5
Clients117
DateMar 2015
Total AUM$644M
Discretionary$644M
Non-Disc.$0
Employees5
Clients113
DateMay 2014
Total AUM$655.2M
Discretionary$655.2M
Non-Disc.$0
Employees4
Clients113
DateApr 2014
Total AUM$655.2M
Discretionary$655.2M
Non-Disc.$0
Employees4
Clients113
DateMar 2014
Total AUM$655.2M
Discretionary$655.2M
Non-Disc.$0
Employees4
Clients113
DateMar 2013
Total AUM$470.2M
Discretionary$470.2M
Non-Disc.$0
Employees4
Clients111
DateMar 2012
Total AUM$421.3M
Discretionary$421.3M
Non-Disc.$0
Employees1
Clients105
DateMar 2012
Total AUM$444.9M
Discretionary$444.9M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$444.9M
Discretionary$444.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2008
Total AUM$561.9M
Discretionary$561.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$475.4M
Discretionary$475.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$448.5M
Discretionary$448.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$346.1M
Discretionary$346.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2001
Total AUM$599.8M
Discretionary$599.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$599.8M
Discretionary$599.8M
Non-Disc.$0
Employees5
Clients--