|
⚲
|
| WP Stewart Asset Management Ltd
✚
| |
|---|---|
| CRD # | 122046 |
| SEC # | 801-61428 |
| CIK # | |
| AUM | $266.0 MM (2024-03-28) |
| Employees | |
| Phone | 615-622-0000 |
| Address | 501 Commerce Street Nashville, TN 37203 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 0.3 |
| By Discretionary | ||
| Discretionary | 1 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 0.0 | |
| Total | 1 | 0.3 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
AllianceBernstein LP
✚
|
TN | 651.5 |
|
AB Private Credit Investors LLC
✚
|
TX | 7.1 |
|
Sanford C Bernstein & Co LLC
✚
|
NY | 3.7 |
|
AB Custom Alternative Solutions LLC
✚
|
TN | 0.5 |
|
WP Stewart Asset Management Ltd
✚
|
TN | 0.3 |
|
AllianceBernstein Holding LP
✚
|
TN | 0.0 |
|
AllianceBernstein Corporation
✚
|
TN | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blue Square Asset Management LLC
✚
|
NY | 0.3 |
|
Crescat Portfolio Management LLC
✚
|
CO | 0.3 |
|
RPO LLC
✚
|
CT | 0.3 |
|
Black Maple Capital Management LP
✚
|
WI | 0.3 |
|
Private Wealth Group LLC
✚
|
FL | 0.3 |
|
Heronetta Management LP
✚
|
NY | 0.3 |
|
Colliers Securities LLC
✚
|
MN | 0.3 |
|
Kailasa Capital Management LLC
✚
|
PA | 0.3 |
|
Chicago Wealth Management Inc
✚
|
IL | 0.3 |
|
Forest Hill Capital LLC
✚
|
AR | 0.3 |