WP GLOBAL PARTNERS LLC

RIASEC RegisteredEst. 2005

Total AUM

$3B

Discretionary

$2.5B

84% of AUM

Avg account

$56.8M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

WP Global Partners LLC is a limited liability company that operates as a fund manager focused on pooled investment vehicles. SEC-registered since 2005, the firm is organized around private fund management, with core classifications that include private equity and real estate strategies alongside a broader multifaceted fund-management capability. Its clients are institutional, and its advisory work centers on managing pooled vehicles and selecting external advisers. WP Global Partners also acts in sponsor and general partner roles for pooled vehicles and participates as a sponsor of limited partnerships. The firm’s fee arrangements are mixed: percentage-of-assets, fixed fees, and performance-based components are all part of its pricing. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s ownership is listed as a mix of a domestic entity and an individual.