Westwood Management Corporation
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-2 YoYRank #2600 of mapped providers
Assets under administration$58.0B0.1%Market share · rank #266
Fees received$3MMedian $298,978/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Westwood Management Corporation plan look like?
Service mix · median fees per plan
Count of plans where Westwood Management Corporation ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment managementCode 28 | 3 | $517,503 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $80,452 | |
Investment management fees paid directly by plan; Investment advisory (plan); Soft dollars commissions; Investment managementCode 27 | 1 | $1,161,879 | |
Investment management fees paid indirectly by plan; Soft dollars commissionsCode 52 | 1 | $4,272 |
Competitor overlap
Percent of Westwood Management Corporation's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Westwood Management Corporation.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Westwood Management Corporation; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | MIS DEPARTMENT | $2.7B |
OIL-DRI CORPORATION OF AMERICAIL · 362048898-001 | Fiducient Advisors | $126M |
TOTAL SWEETENERS, INC.IL · 363005310-001 | First American Bank | $92M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $1M | 4y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $517,503 | 6y | - |
BAE SYSTEMS, INC.VA · 223537950-003 | $10.6B | 58,807 | $8,544 | 7y | - |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $1M | 10y | - |
KELLEY BEAN CO. INC.NE · 470356830-001 | $33M | 187 | $80,452 | 10y | - |
NORTON COMMUNITY HOSPITALVA · 540566029-001 | $3M | 218 | $14,508 | 7y | - |
Flag exposure
83.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into Westwood Management Corporation.
- KRISTEN BROWDE
- KRISTEN CHINVARASOPAK
- WESTWOOD
- WESTWOOD EMERGING MARKETS FUND
- WESTWOOD HOLDINGS GROUP
- WESTWOOD HOLDINGS GROUP, INC
- WESTWOOD MANAGEMENT
- WESTWOOD MANAGEMENT CORP
- WESTWOOD MANAGEMENT CORP.
- WESTWOOD MANAGEMENT CORPORATION
- WESTWOOD MANAGEMENT GROUP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Westwood Management Corporation's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Westwood Management Corporation. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Westwood Management Corporation's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Groom Law Group, Chartered | 1 | 16.7% |