WP Global Partners LLC

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WP Global Partners LLC ✚
CRD #	135689
SEC #	801-64343
CIK #	0001888436, 0001583004, 0001680094, 0001582694, 0001762515, 0001582695, 0001804937, 0001583003, 0001582693, 0001582995
AUM	$3.1 B (2025-03-28)
Employees	30 (47% Investors, 0% Brokers)
Phone	312-277-1300
Address	155 N Wacker Drive Chicago, IL 60606-1727
Source	[IAPD] [EDGAR] [Website] [Twitter] [Facebook]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
PE	WP Corealpha VII LP	2024-03-27		177.7
PE	USB F&F Investors LLC	2023-03-30		2.9
PE	WP Expansion LP	[2022-03-30]	21.0	46.8
PE	WP Corealpha VI LP	[2021-03-31]	351.0	417.1
PE	WP SCF Follow-On Fund LP	2020-03-29		27.2
PE	HC Innovative Partners LP	[2019-03-29]	583.3	384.3
PE	WP Global SCF Investors A LP	2018-03-29		452.3
PE	Corealpha Private Equity Partners Co-Investment Fund V LP	[2017-03-31]	208.3	194.6
PE	Corealpha Private Equity Partners Partnership Fund V LP	[2017-03-31]	208.3	196.8
PE	WP SCF Explorer II LP	2017-03-31		17.1
View All

AUM Breakdown	Accounts	AUM ($B)
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	54	3.1
(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	54	3.1
By Discretionary
Discretionary	50	2.6
Non-Discretionary	4	0.5
Total	54	3.1
By Non-United States Persons
Non-United States Persons		0.6
United States Persons		2.6
Total	54	3.1

Form D Directors	# Filings	# Firms	2011 - 2025
Kate Warner	22
Donald Phillips	30
Gregory Oberholtzer	27
Ryan Phillips	18
Joseph Berry	16
Lloyd Thompson	16
Celia Chapman	9
Traci Breen	7
WP Global Partners LLC	7
WP Corealpha GP VI LLC	2
Sharon Murphy	3
Bassam Barazi	3
J Hyde	2
Lb Tom Thompson	2
Carsten Schmeding	2
Thomas Boudakian	2
Kumber Husain	2
WP Private Debt Co-Investment GP III LLC	1
Wp Explorer Fund 3 GP LLC Wp Explorer 3 GP LLC	1
WP Corealpha Co-Investment GP V LLC	1
Wp Global Partners LLC	1
WP Corealpha Partnership GP IV LLC	1
WP Corealpha Partnership GP V LLC	1
WP Private Debt Partnership GP III LLC	1
Wp Innovative Partners LLC	1
Wp Global Partners LLC Wp Corealpha GP VI LLC	1
WP Corealpha Co-Investment GP IV LLC	1
Gregory Jania	1

Comparable Firms	State	AUM ($B)
ACRE Manager LLC ✚	NY	3.6
Argosy Capital Group Inc ✚	PA	3.5
Brentwood Private Equity LLC ✚	CA	3.3
HSBC Securities USA Inc ✚	NY	3.2
Lubert-Adler Management Company LP ✚	PA	3.0
Peterson Partners LLC ✚	UT	2.9
Marble Capital LP ✚	TX	2.8
Capital Dynamics Inc ✚	NY	2.8
Bow River Asset Management LLC ✚	CO	2.7
Hackman Capital Partners LLC ✚	CA	2.3

Assets, Funds, Holdings