WP Global Partners LLC

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Assets, Funds, Holdings

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WP Global Partners LLC
CRD #135689
SEC #801-64343
CIK #0001804937, 0001680094, 0001582995, 0001583002, 0001583004, 0001680095, 0001582695, 0001582694, 0001680093, 0001888436
AUM $3.5 BB (2024-07-31)
Employees 32 (44% Investors, 0% Brokers)
Phone312-277-1300
Address155 N Wacker Drive
Chicago, IL 60606-1727
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($BB)
4.03.22.41.60.80.02003201020172025
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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Brentwood Private Equity LLC
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ACRE Manager LLC
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HSBC Securities USA Inc
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Bow River Asset Management LLC
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Capital Dynamics Inc
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