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| WP Global Partners LLC
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|---|---|
| CRD # | 135689 |
| SEC # | 801-64343 |
| CIK # | |
| AUM | 3,010.9 M (2026-04-29) |
| Employees | 25 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-277-1300 |
| Address | 155 N Wacker Drive Chicago, IL 60606-1727 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | WP Corealpha VII LP | 2024-03-27 | 343.7 M | |
| PE | USB F&F Investors LLC | 2023-03-30 | 2.9 M | |
| PE | WP Expansion LP | [2022-03-30] | 21.0 M | 54.3 M |
| Filed 2021-10-18 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | WP Corealpha VI LP | [2021-03-31] | 351.0 M | 449.2 M |
| Offered $350,975,000 · Filed 2022-09-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Commission $79,289 · Net Assets Decline to Disclose | ||||
| PE | WP SCF Follow-On Fund LP | 2020-03-29 | 21.3 M | |
| PE | WP Global SCF Investors A LP | 2018-03-29 | 418.4 M | |
| PE | Corealpha Private Equity Partners Co-Investment Fund V LP | [2017-03-31] | 208.3 M | 120.4 M |
| Filed 2018-06-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Corealpha Private Equity Partners Partnership Fund V LP | [2017-03-31] | 208.3 M | 185.3 M |
| Filed 2018-06-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | WP SCF Explorer II LP | 2017-03-31 | 11.7 M | |
| PE | WP SCF NR Co-Invest II LP | 2017-03-31 | 13.5 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 53 | 3.0 |
| (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 | 53 | 3.0 |
| By Discretionary | ||
| Discretionary | 49 | 2.5 |
| Non-Discretionary | 4 | 0.5 |
| Total | 53 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 2.5 | |
| Total | 53 | 3.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Donald Phillips | Executive Officer | 31 | 3 | |
| Gregory Oberholtzer | Director, Executive Officer | 27 | 3 | |
| Kate Warner | Executive Officer | 22 | 3 | |
| Lloyd Thompson | Executive Officer | 16 | 3 | |
| Joseph Berry | Director, Executive Officer | 16 | 3 | |
| Celia Chapman | Director, Executive Officer | 9 | 3 | |
| Ryan Phillips | Executive Officer | 18 | 2 | |
| Traci Breen | Executive Officer | 7 | 2 | |
| WP Global Partners LLC | Promoter | 7 | 2 | |
| WP Corealpha GP VI LLC | Executive Officer | 2 | 2 | |
| Bassam Barazi | Director, Executive Officer | 3 | 1 | |
| Sharon Murphy | Executive Officer | 3 | 1 | |
| Carsten Schmeding | Director | 2 | 1 | |
| Thomas Boudakian | Director | 2 | 1 | |
| J Hyde | Executive Officer | 2 | 1 | |
| Kumber Husain | Executive Officer | 2 | 1 | |
| LB Tom Thompson | Director | 2 | 1 | |
| WP Corealpha Partnership GP V LLC | Executive Officer | 1 | 1 | |
| WP Explorer Fund 3 GP LLC WP Explorer 3 GP LLC | Executive Officer | 1 | 1 | |
| WP Private Debt Partnership GP III LLC | Executive Officer | 1 | 1 | |
| Gregory Jania | Executive Officer | 1 | 1 | |
| WP Corealpha Partnership GP IV LLC | Executive Officer | 1 | 1 | |
| WP Global Partners LLC WP Corealpha GP VI LLC | Executive Officer | 1 | 1 | |
| WP Global Partners LLC | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.7B |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
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