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Reading the graph
CRD 334219
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BYRNE, JOSHUA, LEVERING | Principal | C | yes | 01/2025 | Dec 20, 2024 | Dec 23, 2024 |
| PELLETIER, JARROD, JAMES | Principal | C | yes | 01/2025 | Dec 20, 2024 | Dec 23, 2024 |
| MATHUR, NINA | CHIEF COMPLIANCE OFFICER | Na | no | 01/2025 | Dec 20, 2024 | Dec 23, 2024 |
| WESTWOOD GLOBAL INVESTMENTS | MINORITY OWNER | B | no | 01/2025 | Dec 20, 2024 | Dec 23, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WESTWOOD GLOBAL INVESTMENTS LLC | n/a | Other adviser | $9.5B | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $7.8B | $7.8B | 6 | 6 | 0 | 2 | n/a |
| 2024 | Apr 9, 2025 | $4.2B | $4.2B | 7 | 7 | 0 | 2 | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $7.8B | $4.2B | 83.2% | n/a | n/a | 6 | 7 | 0 | 0 |