WPG Advisers LLC

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Assets, Funds, Holdings

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WPG Advisers LLC
CRD #291708
SEC #801-114047
CIK #0002067343
AUM 360.9 M (2026-03-28)
Employees 6 (67% Investors, 0% Brokers)
Phone410-522-2030
Address3600 ODonnell Street
Baltimore, MD 21224
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
4003202401608002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 2.8
Amazon Com Inc 2.2
Apple Inc 2.1
Microsoft Corp 2.1
Alphabet Inc 1.1
Taiwan Semiconductor Manufacturing Co Ltd 1.0
Alphabet Inc 0.7
Johnson & Johnson 0.7
Facebook Inc 0.7
 
 
Holdings by Sector ($M)
14011284562802023202420252027
Type Form D Funds Date Sold AUM
PE Zebra Municipal Bond Arbitrage Fund LP 2021-09-08 0.0 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 300 81.4
(b) Individuals (high net worth individuals) 80 197.8
(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 19 76.8
(h) Charitable organizations 0 2.3
(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 2.5
(n) Other 0 0.0
Total 1,277 360.9
By Discretionary
Discretionary 1,236 285.0
Non-Discretionary 41 75.9
Total 1,277 360.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 360.9
Total 1,277 360.9
Limited Partners2011 - 2026
Teachers' Retirement Security for Illinois Educators
EDGAR Form CIK 2011 - 2026
13F-HR [0002067343]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Fund TypesPrivate Equity
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tony@aum13f.com