Papamarkou Wellner Perkin Advisors

Overview

Papamarkou Wellner Perkin Advisors is an independent, employee-owned registered investment adviser (SEC-registered since 2004) that manages portfolios for individuals, families and institutional clients. The firm operates as a capital allocator and provides portfolio management for both separate accounts and pooled investment vehicles, selects outside managers, and publishes market commentary or newsletters. Its fee arrangements include AUM-based fees, performance fees and other bespoke structures. The firm is not identified as an active ESG investor and lists industry affiliations that include broker-dealer activity, CPO/CTA functions, and roles as sponsor/GP/managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives