Westwood Global Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 3 private funds.
Westwood Global Investments reports 9 clients. They include 6 pooled investment vehicles, 2 charitable organizations and 1 investment company. Of its assets, 100.0% ($9.47B across 13 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 11% | <1% |
| Pooled investment vehicles | 67% | 59% |
| Charitable organizations | 22% | 27% |
| State or municipal government entities | Fewer than 5 | 13% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $57.2M | 0.6% | $57.2M |
| Pooled investment vehicles | 6 | $5.54B | 58.5% | $923M |
| Charitable organizations | 2 | $2.6B | 27.5% | $1.3B |
| State or municipal government entities | Fewer than 5 | $1.27B | 13.4% | — |
| Total | 9 | $9.47B | 100% | — |
- Clients
- 1
- Regulatory AUM
- $57.2M
- AUM share
- 0.6%
- Avg. per client
- $57.2M
- Clients
- 6
- Regulatory AUM
- $5.54B
- AUM share
- 58.5%
- Avg. per client
- $923M
- Clients
- 2
- Regulatory AUM
- $2.6B
- AUM share
- 27.5%
- Avg. per client
- $1.3B
- Clients
- Fewer than 5
- Regulatory AUM
- $1.27B
- AUM share
- 13.4%
- Avg. per client
- —
Total
- Clients
- 9
- Regulatory AUM
- $9.47B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
Westwood Global Investments is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Margaret Reynolds owns 50% to 75% of Westwood Global Investments. Margaret Reynolds is CEO; the leadership team includes Chief Operating Officer Sheila Stanton, Chief Financial Officer Jeffrey Nichols and Chief Compliance Officer Nina Mathur. It has 30 employees, 14 of them in advisory roles.
Leadership
- Margaret ReynoldsPrincipal/Chief Executive Officer
- Jeffrey NicholsChief Financial Officer
- Sheila StantonChief Operating Officer
- Nina MathurChief Compliance Officer
- Bryan WardPrincipal
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 30 employees
- 14 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Westwood Global Investments LLC
Margaret Reynolds
Control person · since January 2003
- Owns 50% to 75% of Westwood Global Investments LLC
Bryan Ward
Control person · since January 2003
Westwood Global Investments’ regulatory assets fell from $10.7B (March 2021) to $9.47B (March 2026); clients fell from 18 to 9 and employees from 34 to 30.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $9.47B | 9 | 30 | 2 |
| March 2025 | $11.8B | 41 | 38 | 2 |
| March 2024 | $12.2B | 26 | 36 | 2 |
| March 2023 | $9.39B | 18 | 35 | 2 |
| March 2022 | $10.3B | 18 | 34 | 1 |
| March 2021 | $10.7B | 18 | 34 | 2 |
Besides its headquarters, Westwood Global Investments has 1 office, with 2 listed addresses in Massachusetts and Utah.
Massachusetts · 1 listed address
- One Financial Center, Boston
Utah · 1 listed address
- 1090 Center Drive, Park CityHQ
Contact and registration details
- Legal name
- Westwood Global Investments LLC
- Headquarters
- 1090 Center Drive, Park City, UT 84098
- Website
- westwoodglobal.com
- Phone
- 617-428-4040
- @westwood-global-investments
- SEC file
- 801-61776
- Structure
- Utah LLC
- Fiscal year end
- December
Westwood Global Investments uses State Street Bank and Trust ($2.96B) as custodian for its separately managed accounts. Westwood Global Investments has custody of $5.31B in client assets for 5 clients.
- State Street Bank and TrustState Street Bank and Trust · Boston, MA · $2.96B100%
At year end, Westwood Global Investments’ separately managed accounts were mostly in stocks (97%).
What the accounts hold
- Stocks97%
- Cash3%
How many clients does Westwood Global Investments have?
Westwood Global Investments has 9 clients and manages $9.47 billion for them, as of March 2026. They include 6 pooled investment vehicles, 2 charitable organizations and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Westwood Global Investments offer?
Westwood Global Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Westwood Global Investments use?
Westwood Global Investments’ separately managed account assets are held at State Street Bank and Trust (Boston, MA), with $2.96B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Westwood Global Investments have?
Westwood Global Investments has 2 investment adviser representatives registered with state securities authorities, out of 30 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Westwood Global Investments invest in?
At the end of its last fiscal year, Westwood Global Investments’ separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Westwood Global Investments?
Westwood Global Investments’ direct owners are Margaret Reynolds (50% to 75%) and Bryan Ward (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Westwood Global Investments get paid?
Westwood Global Investments is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Westwood Global Investments?
Westwood Global Investments’ main office is at 1090 Center Drive, Park City, UT 84098. Its phone number is 617-428-4040. Its website is westwoodglobal.com.