PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 143598
- Registered since
- April 18, 2007
- Website
- pwpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Perella Weinberg Partners Capital Management LP operates as a limited‑partnership investment manager that combines pooled vehicle oversight with third‑party manager selection. The firm’s client base is primarily institutional and its compensation mixes a percentage of assets under management with performance‑based fees. On the advisory side it acts both as a portfolio manager for pooled investment vehicles and as a selector of other advisers, and it frequently serves as a sponsor and general partner for the vehicles it runs. Investment activity shows a dual emphasis: public‑market cash and fixed‑income exposure implemented largely through ETFs, alongside a deliberate allocation to private markets and third‑party alternative managers. The firm does not position itself as an active ESG investor. Its allocation posture suggests a focus on liquidity and duration management in public markets while using private equity, hedge funds and private credit to pursue return enhancement and diversification at the total‑portfolio level.
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
Owners & executives
2 of 2NICHOLAS VAGRA
Chief Financial OfficerCRD 2692458
JUSTIN BARTHOLOMEW KAMEN
Managing Director and Chief Legal OfficerCRD 7047700
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$999M in ETFs
93%
$930M
7%
$68.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $176M | 1,858,241 | 17.62% |
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
- 767 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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