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Matthew Grandits

Westwood Management CORP
13 Years of Experience
Houston, TX
Broker
View SEC Summary
View SEC Summary

Matthew Grandits is a registered investment advisor at Westwood Management CORP, based in Houston, TX, with 13 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 247 clients with $12B in assets under management.

Westwood Management CORP
Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
247 clients
Average Client Portfolio
$50.4M average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.75%
$25.0M - $50.0M0.65%
$50M+0.50%

Fees vary significantly by strategy. The schedule shown reflects general rates for equity and tactical strategies. Minimum investments typically range from $1 million to $50 million depending on the strategy.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10000 Memorial Drive, Suite 650, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is a Senior Divisional Consultant at Westwood Management Corp., an investment management firm, since November 2022. This is a full-time position.

Employment History
Current Registrations
Westwood Management CORP
May 2023 - Present · 3 yrs 5 mos
Salient Capital L.P.Broker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Salient Capital Advisors, LLC
January 2015 - November 2022 · 7 yrs 10 mos
CUNA Brokerage Services, INC.
June 2012 - January 2015 · 2 yrs 7 mos
CUNA Brokerage Services, INC.Broker
April 2012 - January 2015 · 2 yrs 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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