Perella Weinberg Partners Capital Management LP is a large advisory firm based in New York. It manages $15.42 billion of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Colorado, New York, and Texas.
Perella Weinberg Partners Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Perella Weinberg Partners Capital Management LP is $15.42 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 8841% since the beginning of its operation, and $1.69 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Perella Weinberg Partners Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, and pooled investment vehicles. The largest group of clients of Perella Weinberg Partners Capital Management is pooled investment vehicles with 56 clients and $9.19 billion of assets under management. Among the 11 most similar advisory firms, Perella Weinberg Partners Capital Management has the 5th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $14.89 billion for 94 clients. 27% of the firm’s clients are foreign persons or businesses.
Perella Weinberg Partners Capital Management also advises several private funds. Namely, sixteen hedge funds, sixteen other private funds, and twenty private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $500,000,000.
The company employs 208 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Perella Weinberg Partners Capital Management LP performs its advisory services is located at 767 Fifth Avenue, New York, NY 10153, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-287-3200 or by fax 212-287-3201. The normal business hours are 9:00am - 6:00pm est on Monday - Friday. You can find more information about the New York firm at pwpartners.com and its LinkedIn profile.