WP Global Partners LLC

RIASEC RegisteredEst. 2005
Total AUM
$3B
Discretionary
$2.5B
84% of AUM
Avg account
$56.8M
Accounts
53
Employees
25
Advisory reps
6

Firm details

Headquarters
Chicago, Illinois
CRD number
135689
Registered since
May 26, 2005
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

WP Global Partners LLC is a privately held investment manager organized as an LLC and registered with the SEC since 2005. The firm is positioned primarily as a manager of pooled investment vehicles, with formal classifications that include private equity funds, real estate funds and a broader multifaceted fund manager role. Its clientele is institutional, and the firm also acts as sponsor or general partner on pooled vehicles and as a sponsor of limited partnerships (excluding pooled investment vehicles in some capacities). WP Global Partners performs portfolio management for pooled vehicles and selects other advisers to support its strategies. Its fee arrangements include percentage-of-AUM charges, fixed fees, performance-based fees and other fee structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Lisa Walker

    Lisa Walker

    Chief Compliance OfficerCRD 2279913

  • Traci Breen

    Traci Breen

    CFO and Managing DirectorCRD 3045852

Contacts

3 of 4
  • Joseph Berry

    Joseph Berry

    Senior Managing PartnerCRD 7527309

  • Merrick McKay

    Merrick McKay

    PartnerCRD 7598742

  • Marco Dippolito

    Managing PartnerCRD 8240417

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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

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
155 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth