Asset manager · London, United Kingdom
Western Asset Management Company Limited
SEC-registered investment adviser · CRD 110427 · SEC 801-21068
At a glance
Western Asset Management Company Limited is an SEC-registered investment adviser based in London, United Kingdom, with $20.1 billion in regulatory assets under management as of its Form ADV filed September 16, 2026. Its largest client group by assets is sovereign wealth funds and foreign official institutions. By Form ADV it is a asset manager, ranked 371st of 3,218 asset managers and 871st of 17,210 SEC-registered advisers by assets.
Main office +011442074223000westernasset.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $20B
- Rank among asset managers
- #371 of 3,218
- Rank among all SEC RIAs
- #871 of 17,210
- Clients
- 35
- Accounts
- 34
- Discretionary
- 100% of AUM
- Employees
- 27
- Advisory staff
- 16
- Offices
- 1
Owners and executives on its Form ADV
- Jelena N. PetrovicChief Compliance Officer
- Courtney A. HoffmannDirector and Senior Executive Officer
- Annabel J. RudebeckDirector
- Andrew J. AshtonDirector and Chief Executive Officer
- Michael C. BuchananCIO
- Connie S. FischerDirector of Portfolio Operations
- Euan A. WilsonDirector
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Franklin Templeton International Services S.a R.L..
Its Form ADV brochure (filed September 2026) names Franklin Distributors as the broker-dealer its advisers are registered with.
Certain Western Asset employees are registered with the Financial Industry Regulatory Authority (“FINRA”) as registered representatives through their affiliation with, Franklin Distributors, LLC (“FD, LLC”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Sovereign wealth funds and foreign official institutions | 8 | $14B | 70% |
| Pooled investment vehicles | 12 | $1.7B | 8% |
| State or municipal government entities | 3 | $1.4B | 7% |
| Corporations or other businesses | 3 | $1.1B | 6% |
| Insurance companies | 1 | $942M | 5% |
| Charitable organizations | 5 | $603M | 3% |
| Pension and profit sharing plans | 2 | $277M | 1% |
| Investment companies | 1 | $0M | 0% |
Disciplinary disclosures
Western Asset Management Company Limited answers yes to 6 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗westernasset.com ↗
AtlasMembers
The full record on Western Asset Management Company Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 416 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 5Locked
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Background
Questions
How much does Western Asset Management Company Limited manage?
Western Asset Management Company Limited reports $20.1 billion in regulatory assets under management across 34 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 16, 2026.
What kind of firm is Western Asset Management Company Limited?
Western Asset Management Company Limited is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Western Asset Management Company Limited’s clients?
By assets, its largest client types are sovereign wealth funds and foreign official institutions ($14.1 billion, 8 clients); pooled investment vehicles ($1.7 billion, 12 clients); state or municipal government entities ($1.4 billion, 3 clients).
Does Western Asset Management Company Limited have any disciplinary history?
Western Asset Management Company Limited answers yes to 6 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Western Asset Management Company Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →