WCAS MANAGEMENT CORPORATION

RIASEC RegisteredEst. 2012
Total AUM
$14.9B
Discretionary
$14.9B
100% of AUM
Avg account
$745M
Accounts
20
Employees
105
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
155695
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

Wcas Management Corporation is a private equity-focused adviser that provides portfolio management for pooled investment vehicles and acts as sponsor/GP and managing member for those vehicles. The firm is organized as a corporation, is owned by an individual, and has been SEC-registered since 2012. Its client base is institutional, and its fee arrangements include a percentage-of-AUM charge alongside performance-based fees. The firm identifies as an active ESG investor and operates primarily through pooled funds rather than direct client advisory relationships.

Assets & Accounts

Investments & Alternatives

Private Funds

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

2 of 2
  • JONATHAN RATHER

    CFOCRD 5880849

  • Jennifer Martin

    Chief Financial OfficerCRD 7717464

Contacts

3 of 5
  • DENNIS MACKESY

    Managing PartnerCRD 2263858

  • MICHAEL DONOVAN

    General PartnerCRD 2762059

  • BRIAN REGAN

    General PartnerCRD 3222440

Unlock 2 more contacts

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
599 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth