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Gw&K Investment Management, LLC

Gw&K Investment Management, LLC is a Mutual Fund Advisor based in Boston, MA with $23B in AUM and with 3 advisors nationwide.

Advisors (3)

Name Start Date
John Barry Fox Jan 2002
Nancy Gruber Angell Apr 1994
Harold Gilbert Kotler Apr 1994
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Top ETF Holdings

No ETF holdings data available.

Firm Assets Under Management

Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Harold Gilbert Kotler Chief Executive Officer 03/01/1975
Roberts III Thomas Williams Co-President & Chief Compliance Officer 10/01/2006
Thomas F X Powers Co-President 10/01/2006

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

222 Berkeley Street
Boston , MA 02116
Phone Number: 617-236-8900
Other Offices Address City State Zip
222 Berkeley Street Boston MA 02116
222 Berkeley Street15Th Floor Boston MA 02116

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Performance-based Fees