David I Friedman
Investment adviser representative at Westwood Management Corp
16 yearsExperience
2 statesRegistered in
$12.5BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Salient Capital L.P.Jan 2025 to now
- Westwood Management Corp.Jul 2019 to now
- Foreside Fund Services, LLCAug 2019 to Dec 2024
- New York Life Insurance CompanyFeb 2010 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Westwood Management Corp
$12.5BAssets managed
247Clients
12Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4826114
- Firm CRD
- 110269