Westwood Holdings Group

About Westwood Holdings Group

Westwood Holdings Group, Inc. is a boutique asset management and wealth management firm focused on offering a diverse array of actively and passively-managed, outcome-oriented investment strategies and personalized trust and wealth services. With over 40 years of experience, Westwood prioritizes a client-first approach, fostering strong, long-term relationships through bespoke investment strategies, exceptional counsel, and unparalleled service. Their flexible and agile investment approach adapts to changing markets, incorporating diverse insights and maintaining core values of integrity, reliability, and results.

Products & Services

Investment Management:Offers high-conviction equity and outcome-oriented solutions for institutional investors, intermediaries, and financial advisors across strategies like U.S. Value Equity, Multi-Asset, Energy & Real Assets, Tactical Absolute Return, and Income Alternatives.

Wealth Management:Provides expert advice on financial planning, trust and estate services, customized investment solutions, and philanthropic services for private wealth clients.

Managed Investment Solutions:Includes institutional strategies, mutual funds, advisor SMA, and ETFs tailored to various investor needs.

U.S. Value Equity

Multi-Asset

Energy Real Assets

Tactical Absolute Return

Income Alternatives

Emerging Markets Equity

Low Volatility Equity

Liquid Alternatives

Liquid Real Assets

Mutual Funds

ETFs

UCITS

Advisor SMA

Specialties

Investment Management Wealth Management Financial Planning Trust and Estate Services Philanthropic Services ESG (Environmental, Social, Governance) Outcome-Oriented Investment Strategies ESG Investing

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Secondaries Fund T: - FT: Secondaries Fund	A: 300000000 MR: - FA: over $300 million FAN: 300000000	D: 2026-01-14 FD: 2026-01-14	4 investors
2	RT: Funding Round T: - FT: N/A	A: 100000000 MR: - FA: $100 million FAN: 100000000	D: 2025-06-25 FD: 2025-06-25	-

Secondaries Fund Latest

2026-01-14

$300.0M

4 investors (Pro only)

Funding Round 2025-06-25

$100.0M

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

B

Brian Casey

Chief Executive Officer

F

Fabian Gomez

President, Chief Operating Officer

D

David Linton

Managing Director, Head of Distribution

S

Suzy Conley

Senior Vice President, Private Wealth Advisor Lead

J

Jill Meyer

Director of Fiduciary Services, Corporate Secretary

M

Melissa McMillian

Senior Vice President, Private Wealth Advisor

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