WEATHERFORD CAPITAL MANAGEMENT
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 304514
- Registered since
- July 22, 2020
- Website
- www.weatherfordcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Weatherford Capital Management is an SEC‑registered investment manager organized as an LLC and operating as a private equity fund adviser. The firm focuses on advising pooled investment vehicles and positions itself to serve institutional investors rather than retail households. It charges a combination of asset‑based management fees and performance‑linked fees, and it reports using ESG considerations in its investment approach. The firm also fills sponsor and principal roles for pooled vehicles: it acts as a general partner/managing member and has CPO/CTA sponsorship affiliations for structured pooled products. Weatherford Capital Management is an individually owned adviser that began SEC registration in 2020 and does not represent itself as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4William Weatherford
Managing PartnerCRD 6876626
AMIR SALARI
Vice PresidentCRD 4928890
Andrew Weatherford
Founding PartnerCRD 6876624
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TAMPA, FL
HILLSBOROUGH
Location
TAMPA, FL
Headquartered in TAMPA, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 1001 Water St
- Time zone
- ET (UTC-5)
- Office locations
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