WP Global Partners LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 135689
- Registered since
- May 26, 2005
- Website
- wpglobalpartners.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Lisa Walker
Chief Compliance OfficerCRD 2279913

Traci Breen
CFO and Managing DirectorCRD 3045852
Contacts
3 of 4
Joseph Berry
Senior Managing PartnerCRD 7527309

Merrick McKay
PartnerCRD 7598742
Marco Dippolito
Managing PartnerCRD 8240417
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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