W CAPITAL PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$179M
Accounts
15
Employees
20
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
159408
Registered since
March 21, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

W Capital Partners is structured as an LLC and has been SEC-registered since 2012. The firm’s client base is institutional and it operates primarily as a private equity manager and sponsor of pooled investment vehicles, also serving in roles consistent with a qualified custodian. Its advisory activity centers on portfolio management for pooled funds. Compensation mixes a percentage-of-assets fee with performance-based fees. W Capital Partners does not identify as an active ESG investor and is not marketed as a multi-state adviser or pension consultant. The firm’s regulatory and industry footprint is broad: filings indicate affiliations across broker-dealer activity, municipal advisory, security-based swaps, commodity futures capacities (CPO/CTA, futures commission merchant), banking/thrift and insurance channels, real estate brokerage, and roles as sponsor or general partner of pooled investment vehicles. That set of affiliations aligns with a sponsor-first business model that originates and runs private funds while also engaging in related capital markets and transactional activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • PETER SALA

    Chief Financial OfficerCRD 5335410

Contacts

2 of 2
  • DAVID WACHTER

    Managing Director, Co-FounderCRD 1767805

  • COLLEEN CORWELL

    Managing DirectorCRD 4154751

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
400 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth