Perella Weinberg Partners LP

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
364
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
138618
Registered since
May 12, 2006

Firm profile

FINTRX

Overview

Perella Weinberg Partners LP is presented in the dataset as an investment-bank–type firm organized under a nonstandard legal formation and owned by a mix of domestic corporate and individual stakeholders. The record notes the firm does not act as a capital allocator and does not position itself as an active ESG investor. Basic details such as client mix, fee schedules and the scope of advisory services are not included in the source data. Given its classification as an investment bank, the firm's core activities are more likely centered on corporate advisory and capital markets work rather than on retail wealth management or running discretionary pooled-investment vehicles. The available information does not describe public holdings, account-level assets, or alternative-investment programs.

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

Owners & executives

3 of 5
  • Andrew Bednar

    Andrew Bednar

    Partner and Chief Executive OfficerCRD 1856221

  • Alexandra Gottschalk

    Alexandra Gottschalk

    Partner and Chief Financial OfficerCRD 5864478

  • Kirk Chatawanich

    Kirk Chatawanich

    Managing Director, Chief Technology OfficerCRD 6568031

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Contacts

3 of 359
  • Brandon Lane

    Investment Banking AssociateCRD 6915120

  • Peter Weinberg

    Founding Partner and ChairmanCRD 2100495

  • Robert Steel

    PartnerCRD 811277

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth