Westwood Management Corporation
Westwood Management Corporation was a private, Chicago-based SEC-registered Investment Adviser founded in 1976 that provided investment advisory and portfolio management services. The company has since ceased operations and is no longer operating.
- Company typePrivate
- Founded1976
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Westwood Management Corporation does
Westwood Management Corporation was a private investment management firm headquartered at 190 S. LaSalle Street, Suite 440, Chicago, Illinois that provided investment advisory and portfolio management services. Founded in 1976, the firm operated as a registered Investment Adviser with the U.S. Securities and Exchange Commission and had between 11 and 50 employees. The firm served clients in Illinois, USA as its primary operating geography.
The firm operated as a traditional advisory practice rather than a technology-driven investment platform. No proprietary products, technology stack, pricing model, customer segments, or distribution channels are disclosed in the available data. The firm's website functioned solely as an informational resource for clients, hosting regulatory disclosures including Form ADV Part 2a, Form CRS, and a Privacy Statement, and explicitly stated it was not a solicitation for services.
Westwood Management Corporation has ceased operations. The company website reads: 'Please be advised that Westwood Management Corporation is closed. Thank you for the many years of business.' No information is available regarding the date of closure, the reason for shutdown, or the disposition of client assets and accounts; ownership structure, founders, and management team are also not disclosed in the source material.
Westwood Management Corporation firmographics
Firmographics- Name
- Westwood Management Corporation
- Legal name
- Westwood Management Corporation
- Website
- https://westwood-management.com
- Company type
- Private
- Founded year
- 1976
- Operating status
- Closed
- Headcount range
- 11–50 employees
- Short description
- Westwood Management Corporation was a private, Chicago-based SEC-registered Investment Adviser founded in 1976 that provided investment advisory and portfolio management services. The company has since ceased operations and is no longer operating.
- Ownership category
- akta.pro rank
Westwood Management Corporation industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Small-Cap Equity (Active) (FSAAAIAC)
Keywords
Where Westwood Management Corporation is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Westwood Management Corporation business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Westwood Management Corporation product offering
Product offeringCore offering
Westwood Management Corporation was an SEC-registered Investment Adviser providing investment advisory and portfolio management services. The firm operated from Chicago, IL and has since ceased operations; its website stated that the company is closed. The site existed solely to provide information regarding the firm's Business Continuity Plan and was not intended as a solicitation for services.
Product overview
Westwood Management Corporation was a registered Investment Adviser with the U.S. Securities and Exchange Commission. The company is now closed and was not a technology product company. The website served solely to provide information regarding the firm's Business Continuity Plan and to communicate information necessary in the event of business disruption. The site was not intended as a platform offering products or services.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Services
Companies that use Westwood Management Corporation
Customer profileIdeal customer profiles1 record
Westwood Management Corporation technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Westwood Management Corporation partnerships and signals
Strategic signalRecent moves2 records
Westwood Management Corporation competitors and assessment
Company assessmentBroad incumbents
- Eaton Vance: Eaton Vance is a larger, diversified investment manager offering active equity, fixed income, and multi-asset strategies. It is comparable to Westwood Management in delivering SEC-registered investment-advisory services, but at meaningfully greater scale and across a broader product set.
- American Century Investments: American Century Investments is a large diversified asset manager offering active equity and multi-asset strategies. It is comparable to Westwood Management as a registered investment adviser offering active equity portfolio management, though operating at substantially greater scale.
- Lord Abbett: Lord Abbett is a privately held diversified asset manager offering active equity, fixed income, and multi-asset strategies. It is comparable to Westwood Management as an SEC-registered investment adviser delivering active portfolio-management services, though at substantially greater scale and product breadth.
- Victory Capital: Victory Capital is a multi-affiliate active asset manager operating multiple investment franchises. It is comparable to Westwood Management as a provider of active investment-advisory services, though with a multi-boutique structure and materially larger AUM base.
Direct peers
- Ariel Investments: Ariel Investments is an employee-owned active equity manager specializing in small- and mid-cap U.S. equities. It is comparable to Westwood Management in scale (sub-100 employees), business model (active fundamental equity), and target clientele (institutional and advisor-sold).
- Royce Investment Partners: Royce Investment Partners is a specialist active small-cap equity manager serving institutional and high-net-worth clients. It is directly comparable to Westwood Management Corporation in terms of being a small, focused active equity advisory firm with a similar target customer base and investment discipline.
- Wedgewood Partners: Wedgewood Partners is an active, fundamentally driven equity manager focused primarily on smaller-cap U.S. equities. It is comparable to Westwood Management in business model, scale, and emphasis on disciplined active equity management.
- Alger: Alger is an active equity manager focused on small-, mid-, and large-cap growth strategies. It is comparable to Westwood Management as a similarly structured active equity boutique offering portfolio management and advisory services to institutional and intermediary clients.
- Geneva Capital Management: Geneva Capital Management is an active equity manager focused on U.S. small- and mid-cap equities. It is comparable to Westwood Management in target market (active small/mid-cap U.S. equities), business model, and scale as a boutique advisory firm.
- ClearBridge Investments: ClearBridge Investments is an active equity manager offering portfolio management across multiple U.S. equity strategies. It is comparable to Westwood Management as a focused active equity advisory firm delivering investment-advisory and portfolio-management services to similar client types.
Market position
Strengths1 record
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights3 records
Customer concentration
Westwood Management Corporation social profiles
Digital presenceWestwood Management Corporation financial estimates
Financial estimateRevenue estimate
Valuation estimate
Westwood Management Corporation leadership team
Management profileNumber of profiles
Westwood Management Corporation funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Westwood Management Corporation M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Westwood Management Corporation
What does Westwood Management Corporation do?
Westwood Management Corporation was an SEC-registered Investment Adviser providing investment advisory and portfolio management services. The firm operated from Chicago, IL and has since ceased operations; its website stated that the company is closed. The site existed solely to provide information regarding the firm's Business Continuity Plan and was not intended as a solicitation for services.
Is Westwood Management Corporation a public or private company?
Westwood Management Corporation is a private company. It is classified as unknown and is currently closed.
When was Westwood Management Corporation founded?
Westwood Management Corporation was founded in 1976. It employs 11 to 50 people.
Where is Westwood Management Corporation based?
Westwood Management Corporation is headquartered in Chicago, United States, in the North America region.
Who are Westwood Management Corporation's main competitors?
Broad incumbents on record are Eaton Vance, American Century Investments, Lord Abbett and Victory Capital. Direct peers are Ariel Investments, Royce Investment Partners, Wedgewood Partners, Alger, Geneva Capital Management and ClearBridge Investments.
Does Westwood Management Corporation have an API?
No public API is recorded for Westwood Management Corporation.
What industry is Westwood Management Corporation in?
Westwood Management Corporation's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAAAIAC, Small-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.