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 2
Nicholas 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 27Active vs passive
$1.1B in ETFs
94%
$1B
6%
$69.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $176M | 1,858,241 | 16.23% |
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
Similar firms
Ninth Eternity Asset Management LLC
RIANew York, NY
Graphene Capital Management LP
RIANew York, NY
Footpath Ventures LP
RIANew York, NY
GSA Capital Partners (New York) LP
RIANew York, NY
Cohen & Company Financial Management, LLC
RIANew York, NY
Soundcore Capital Partners, LLC
RIANew York, NY