WPG Advisers LLC

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Assets, Funds, Holdings

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WPG Advisers LLC
CRD #291708
SEC #801-114047
CIK #
AUM $301.2 MM (2024-03-27)
Employees 6 (100% Investors, 0% Brokers)
Phone410-522-2030
Address3600 ODonnell Street
Baltimore, MD 21224
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3502802101407002009201420192025
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 Partners2011 - 2024
Teachers' Retirement Security for Illinois Educators
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KM Capital Management Ltd
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Mandarinfish Management LLC
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Diversifi Capital LLC
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Harvest Investment Services LLC
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Archvest Wealth Advisors Inc
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Weik Capital Management Inc
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