Papamarkou Wellner Perkin Advisors

RIASEC RegisteredEst. 2004

Total AUM

$358M

Discretionary

$245M

69% of AUM

Avg account

$3.3M

Accounts

108

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 131796
Registered since: July 21, 2004
Website: www.papamarkou.com
Custodians: PERSHING LLC, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: HNWI90.11%
Corporations / Businesses5.07%
Pooled Investment Vehicles3.97%
Charitable Organizations0.85%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Papamarkou Wellner Perkin Advisors is a privately owned, SEC-registered investment adviser formed in 2004 that serves both high-net-worth individuals and institutional clients. The firm operates as a capital allocator and provides discretionary and non-discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. Its advisory mandate includes manager selection and the sponsorship or management of pooled vehicles, and the firm also produces periodic publications or newsletters for clients. Fee arrangements include asset-based fees and performance-linked compensation, among other structures. The firm does not identify as an active ESG investor and its regulatory profile indicates a limited geographic scope rather than a multi-state footprint.