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| Papamarkou Wellner Asset Management Inc
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|---|---|
| CRD # | 131796 |
| SEC # | 801-63317 |
| CIK # | |
| AUM | $291.9 MM (2023-03-31) |
| Employees | 10 (80% Investors, 70% Brokers) |
| Phone | 212-223-2020 |
| Address | 430 Park Avenue New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | PW Nordic Technology and Innovation Fund LP | 2022-01-12 | 23.3 | |
| Other | PW Portfolio LLC | [2012-03-28] | 0.0 | 10.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 91 | 237.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 33.9 |
| (g) Pension and profit sharing plans | 3 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 18.1 |
| (n) Other | 0 | 0.0 |
| Total | 109 | 291.9 |
| By Discretionary | ||
| Discretionary | 99 | 167.7 |
| Non-Discretionary | 10 | 124.2 |
| Total | 109 | 291.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 32.9 | |
| United States Persons | 259.0 | |
| Total | 109 | 291.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Christopher Schumacher | 1 | ||
| Karl Weller | 1 | ||
| James Prentice | 1 | ||
| Papamarkou Wellner Management LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BTS Asset Management Inc
✚
|
MA | 0.4 |
|
Omega Financial Group LLC
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|
CA | 0.4 |
|
Gyroscope Capital Management Group LLC
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FL | 0.4 |
|
Capital Markets IQ LLC
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TX | 0.3 |
|
SL Advisors LLC
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|
NJ | 0.3 |
|
Camelot Portfolios LLC
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|
OH | 0.3 |
|
Birinyi Associates Inc
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|
CT | 0.3 |
|
Fortis Capital Management LLC
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|
WA | 0.3 |
|
Beech Hill Advisors Inc
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|
NY | 0.3 |
|
Peloton Wealth Strategists Inc
✚
|
IN | 0.2 |