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Westwood Management

Westwood Management is an investment advisor in Chicago with $1.25B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
362868317
SEC advisor number
801-11728
FINRA CRD number
110354
AUM ?
$1.25B (as of 23 Mar 21)
Accounts
114 (as of 23 Mar 21)
Employees
5 (2 investment advisory or research)
Address
Westwood Management
208 S LASALLE ST
STE 1698
CHICAGO
IL 60604
Office hours
Monday - Friday, 8:00 AM TO 4:00 PM
Phone
3122363336
Owner Title From %Ownership
Perlow, Michael, (NMN) President & Chief Compliance Officer 04/1976 > 75%
Perlow Gift Trust for Lloyd U/a/d 12/1/98 Shareholder 12/1998 10-25%
Perlow Gift Trust for Julie U/a/d 12/1/98 Shareholder 12/1998 10-25%
Friedman, Abel, (NMN) Trustee 12/1998
Friedman, Abel, (NMN) Trustee 12/1998

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 76 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$117.58M 417.05K 417.05K 0
$114.46M 337.25K 337.25K 0
$114.3M 42.82K 43.23K -1.0
$113.48M 1.61M 1.63M -1.1
$110.29M 33.57K 33.57K 0
$98.17M 171.82K 172.02K -0.1
$94.12M 270.71K 273.01K -0.8
$56.24M 171.31K 171.61K -0.2
$47.02M 172.7K 142.45K +21.2
$35.18M 76.7K 76.7K 0
$34.84M 278.73K 281.93K -1.1
$33.58M 301.3K 303.4K -0.7
$27.27M 173.8K 173.8K 0
$25.61M 220.1K 3.2K +6778.1
$23.88M 160.28K 161.38K -0.7
$20.89M 119.55K 119.55K 0
$19.46M 114.1K 93.2K +22.4
$15.82M 61.44K 61.44K 0
Visa Inc.
$10.67M 47.9K 48.2K -0.6
$10.26M 42.77K 42.77K 0
$9.77M 33.3K 33.3K 0
$9.45M 63.3K 50.5K +25.3
$7.23M 48.8K 171.6K -71.6
$6.36M 67.95K 67.95K 0
$6.1M 10.6K 10.6K 0
$5.9M 52.5K 34.6K +51.7
$5.72M 21.1K 18.2K +15.9
$4.65M 9.7K NEW
$4.62M 35.83K 37.13K -3.5
$4.32M 24.7K 5K +394.0
$2.2M 4.9K 4.9K 0
$2.15M 6.75K 6.75K 0
$1.75M 8.62K 8.62K 0
$1.57M 11.09K 11.09K 0
$1.45M 5.2K 5.2K 0
$1.27M 6.5K 6.5K 0
$1.26M 10.52K 15.02K -30.0
$1.07M 15K 15K 0
$1.06M 175K 175K 0
$1.06M 6.55K 6.55K 0
$1.03M 6.26K 6.26K 0
$942K 12K 12K 0
$905K 5.4K 5.4K 0
$838K 7.6K 7.6K 0
$775K 1K 1K 0
$769K 4K 4K 0
$768K 3K 3K 0
$723K 2.65K 2.65K 0
$723K 72K 93K -22.6
$647K 2.49K 2.49K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

24 Jan 22
31 Dec 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings