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SVP, Chief Financial Officer, Treasurer · Westwood Management Corp

Murray Forbes

CRD 7091298 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Westwood Management Corp, an SEC-registered asset manager based in Dallas, TX with $12.5 billion in regulatory assets, lists Murray Forbes on its Form ADV as SVP, Chief Financial Officer, Treasurer, a control person. The SEC filings also name Murray at 2 other registered advisers.

Firms and roles

  • Westwood Management CorpSVP, Chief Financial Officer, TreasurerAsset manager · Dallas, TX · $12B in regulatory assets
  • Westwood Wealth ManagementSVP, Chief Financial Officer, TreasurerPrivate fund adviser · Dallas, TX · $750M in regulatory assets
  • Salient Advisors, L.P.Manager Director, Chief Financial Officer, Treasurer, WHGAsset manager · Dallas, TX · $62M in regulatory assets

AtlasMembers

Murray’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Murray on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Murray’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.