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WPG Advisers LLC
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CRD # | 291708 |
SEC # | 801-114047 |
CIK # | |
AUM | $301.2 MM (2024-03-27) |
Employees | 6 (100% Investors, 0% Brokers) |
Phone | 410-522-2030 |
Address | 3600 ODonnell Street Baltimore, MD 21224 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
PE | Zebra Municipal Bond Arbitrage Fund LP | 2021-09-08 | 2.4 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 303 | 65.2 |
(b) Individuals (high net worth individuals) | 62 | 174.5 |
(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 | 20 | 55.3 |
(h) Charitable organizations | 0 | 3.2 |
(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 | 5 | 3.1 |
(n) Other | 0 | 0.0 |
Total | 1,008 | 301.2 |
By Discretionary | ||
Discretionary | 921 | 242.6 |
Non-Discretionary | 87 | 58.6 |
Total | 1,008 | 301.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 301.2 | |
Total | 1,008 | 301.2 |
Limited Partners | 2011 - 2024 |
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Teachers' Retirement Security for Illinois Educators |
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Archvest Wealth Advisors Inc
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Weik Capital Management Inc
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