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FIRM PROFILE
Overview
PERELLA WEINBERG PARTNERS LP is located at 767 Fifth Avenue, New York, NY 10153 and was first established at New York, Delaware in 10/11/2005. After operating for 20 years, PERELLA WEINBERG PARTNERS LP has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PERELLA WEINBERG PARTNERS LP’s clients are individuals and 0% of their clients are high net worth individuals. PERELLA WEINBERG PARTNERS LP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PERELLA WEINBERG PARTNERS LP are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PERELLA WEINBERG PARTNERS LP‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PERELLA WEINBERG PARTNERS LP. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for PERELLA WEINBERG PARTNERS LP Comes From
Understanding the Statistics for PERELLA WEINBERG PARTNERS LP and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
767 Fifth Avenue, New York, NY 10153
767 Fifth Avenue, New York, NY 10153
Medium
(212) 287-3200
Delaware since 10/11/2005
Other Types of Legal Formation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PERELLA WEINBERG PARTNERS GROUP LP | LIMITED PARTNER | ||
| BEDNAR, ANDREW THOMAS | PARTNER AND CHIEF EXECUTIVE OFFICER | 1856221 | |
| D'ANNA, JOHN R. JR. | PARTNER, HEAD OF SALES | 5387688 | |
| GOTTSCHALK, ALEXANDRA KATHLEEN | PARTNER, CHIEF FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 5864478 | |
| KAMEN, JUSTIN BARTHOLOMEW | CHIEF LEGAL OFFICER AND CORPORATE SECRETARY | 7047700 | |
| MICHAEL, STEPHEN CHADWICK | PRESIDENT OF TPH&CO. | 4430416 | |
| NORDEN, VIVIANA CARMONA | FINANCIAL OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER | 4886485 | |
| PADCO GP LLC | GENERAL PARTNER | ||
| RAMANAND, ROSEANNE NANDANI | CHIEF COMPLIANCE OFFICER AND AML OFFICER | 5063023 | |
| WEINBERG, PETER AMORY | CHAIRMAN AND CO-FOUNDER | 2100495 |
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Advisor's working at PERELLA WEINBERG PARTNERS LP
Alexander Shriftman
Kwang Jae Sung
William Forester Trautman
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