DFX Intelligence
Westwood Global Investments
unclassified· MA
unclassified
1 more Schedule C row
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Sullivan & Cromwell LLP Employees' Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Greater Pennsylvania Carpenters' Pension Fund Trusteethrough Dec 31, 2023
Schedule C rows
4 rows, $448,275 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Greater Pennsylvania Carpenters' Pension Fund | 2024 | 51 | NONE | $342,801 |
| Sullivan & Cromwell LLP Employees' Pension Plan | 2023 | 27 | NONE | $40,898 |
| Greater Pennsylvania Carpenters' Pension Fund | 2023 | 21 | NONE | $22,500 |
+1 more Schedule C row
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Westwood Global Investments, LLC no longer appears on Sullivan & Cromwell LLP Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Westwood Global Investmentsaskebsa.dol.gov