VWH CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2017
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$302M
Accounts
11
Employees
28
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
289128
Registered since
August 1, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

VWH Capital Management, LP is a limited partnership that operates primarily as a private equity manager and adviser to pooled investment vehicles. The firm is SEC-registered (since 2017) and serves institutional clients. Its advisory footprint centers on portfolio management for pooled vehicles, and it also identifies itself as a CPO/CTA and as a sponsor, general partner, and managing member of pooled investment vehicles. Fee arrangements include a percentage-of-assets component and performance-based fees. The firm does not position itself as an active ESG investor and is not designated as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • WENYI HUANG

    Managing PartnerCRD 4695774

  • ADAM VAN DE BERGHE

    Vice PresidentCRD 5102501

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
500 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth