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WP Global Partners LLC
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CRD # | 135689 |
SEC # | 801-64343 |
CIK # | 0001804937, 0001680094, 0001582995, 0001583002, 0001583004, 0001680095, 0001582695, 0001582694, 0001680093, 0001888436 |
AUM | $3.5 BB (2024-07-31) |
Employees | 32 (44% Investors, 0% Brokers) |
Phone | 312-277-1300 |
Address | 155 N Wacker Drive Chicago, IL 60606-1727 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
PE | WP Corealpha VII LP | 2024-03-27 | 72.2 | |
PE | USB F&F Investors LLC | 2023-03-30 | 2.9 | |
PE | WP Explorer 3 LP | [2022-03-30] | 21.0 | 43.2 |
PE | WP Corealpha VI LP | [2021-03-31] | 351.0 | 439.3 |
PE | WP SCF Follow-On Fund LP | 2020-03-29 | 40.0 | |
PE | HC Innovative Partners LP | [2019-03-29] | 583.3 | 552.5 |
PE | WP Global SCF Investors A LP | 2018-03-29 | 517.1 | |
PE | Corealpha Private Equity Partners Co-Investment Fund V LP | [2017-03-31] | 208.3 | 191.3 |
PE | Corealpha Private Equity Partners Partnership Fund V LP | [2017-03-31] | 208.3 | 215.4 |
PE | WP SCF Explorer II LP | 2017-03-31 | 16.6 | |
View All |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(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 | 60 | 3.5 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 60 | 3.5 |
By Discretionary | ||
Discretionary | 56 | 2.9 |
Non-Discretionary | 4 | 0.6 |
Total | 60 | 3.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.6 | |
United States Persons | 2.9 | |
Total | 60 | 3.5 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Kate Warner | 22 | |||
Donald Phillips | 28 | |||
Gregory Oberholtzer | 27 | |||
Ryan Phillips | 18 | |||
Lloyd Thompson | 16 | |||
Joseph Berry | 15 | |||
Celia Chapman | 9 | |||
WP Global Partners LLC | 7 | |||
Traci Breen | 7 | |||
WP Corealpha GP VI LLC | 2 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
D | [0001582694] | |
D | [0001582695] | |
D | [0001582995] | |
D | [0001583002] | |
D | [0001583004] | |
D | [0001680093] | |
D | [0001680094] | |
D | [0001680095] | |
D | [0001804937] | |
D | [0001888436] |
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TX | 4.3 |
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NY | 3.1 |
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NY | 3.0 |
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CO | 3.0 |
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NY | 2.8 |