Werlinich Asset Management, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 125663
- Registered since
- March 3, 2005
- Website
- www.waminvest.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.66%
- Charitable Organizations21.53%
- Individuals0.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Werlinich Asset Management, L.L.C. is an SEC-registered investment adviser formed as an LLC in 2005 and owned by an individual. The firm serves primarily individuals and families and provides portfolio management for both private clients (including small businesses) and for business or institutional accounts. Compensation is a mix of percentage-of-AUM and fixed fees. Werlinich reports a clear equity preference, is not positioned as a capital allocator, and does not identify as an active ESG investor or a multi-state adviser.
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
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Gregory Werlinich
PresidentCRD 4646512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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