PAPAMARKOU WELLNER PERKIN ADVISORS
Firm details
- Headquarters
- New York, New York
- CRD number
- 131796
- Registered since
- July 21, 2004
- Website
- www.papamarkou.com
- Custodians
- PERSHING LLC, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- HNWI90.11%
- Corporations / Businesses5.07%
- Pooled Investment Vehicles3.97%
- Charitable Organizations0.85%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Papamarkou Wellner Perkin Advisors is a SEC-registered wealth management firm (registered in 2004) that manages assets for high-net-worth individuals, families and institutional clients. The firm operates as a corporation with individual ownership and acts as an active capital allocator, using third-party managers alongside its own portfolio management. Its advisory services include discretionary portfolio management for individuals and pooled vehicles, selection of outside advisers, and publication of periodic investor materials. Fee arrangements include asset-based fees and performance-linked components. The firm does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
3 of 4BRYON LYONS
Chief Compliance OfficerCRD 2798054
KARL WELLNER
President, CEOCRD 4640763
NICOLAS SITINAS
Chief Investment OfficerCRD 2869235
Contacts
3 of 6THORNE PERKIN
PresidentCRD 4016951
JOANNE ZERILLO
PresidentCRD 2284618
Kyle Wellner
Vice PresidentCRD 7274022
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$729K in ETFs
58%
$422K
42%
$307K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $422K | 5,730 | 57.91% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 430 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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