WL ROSS & CO. LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 141854
- Registered since
- April 25, 2007
- Website
- www.invesco.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
WL Ross & Co LLC operates as a private equity manager that focuses on pooled investment vehicles and institutional clients. The firm serves principally as an adviser and sponsor of private equity funds, and its registered activities include portfolio management for pooled investment vehicles and CPO/CTA functions. Fee arrangements are multi-layered — the firm charges a percentage of AUM, may levy fixed fees and can collect performance-based compensation on certain vehicles. Investment bias is toward private markets: private equity, private placements and real estate are the primary allocation targets. WL Ross & Co LLC also shows engagement with public equities at times, maintaining concentrated single-name positions when they align with fund strategies. The firm identifies as an active ESG investor, suggesting ESG considerations are integrated into its underwriting or portfolio-monitoring processes. Its organizational footprint and client mix point to a concentrated, institutional client base and hands-on sponsor role across the vehicles it manages.
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
Owners & executives
1 of 1Joshua Levit
Chief Compliance OfficerCRD 6601366
Contacts
3 of 3COURTNEY POPELKA
Managing DirectorCRD 5722920
Richard Dennis
Senior Managing DirectorCRD 6187811
ANTONIO REINA
Associate General CounselCRD 6273724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2300 N Field St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
REB CAPITAL MANAGEMENT, LLC
RIADALLAS, TX
CAPITAL ADVISORY GROUP, INC.
RIADALLAS, TX
PRINCIPIA WEALTH ADVISORY, LLC
RIADALLAS, TX
HALCYON GLOBAL ADVISORS
RIADALLAS, TX
CORONADO RESOURCES MANAGEMENT LP
RIADALLAS, TX
CATALYST CAPITAL ADVISERS LLC
RIADALLAS, TX