SourcingSourcing

PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP

C44
CRD 143598·SEC 801-67735·NEW YORK, NY
AUM
$238.4M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$715K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP
CRD
143598
SEC file #
801-67735
EIN
000000000
DBA names
—

Economics

AUM
$238.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$12.39B → $238.4M▼ -98%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
7
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
68 advisors → 1 advisors▼ -99%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Kamen, Justin, Bartholomew
Top Owner Pct
2.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Kamen, Justin, Bartholomew
PERELLA WEINBERG PARTNERS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001415464
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2007-10-15
Edgar Last Filing Date
2011-07-13
Edgar Form D Count
3
Edgar Form D Offerings
2011-07-132011-07-13 · 0000919574-11-004121
2010-07-162010-07-16 · 0000919574-10-004178

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan46
E*trade4
Edgar Addresses
Mailing
767 Fifth AvenueNew York, NY 10153
Business
767 Fifth AvenueNew York, NY 10153
Edgar EIN
000000000
Edgar Recent Filings
D/A2011-07-13 · 0000919574-11-004121
D/A2010-07-16 · 0000919574-10-004178
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7047700
Trust Company Affiliate
No

People (2)

2
Kamen, Justin, Bartholomew
Executive Officer · 2.5%
7047700
VAGRA, NICHOLAS, JAMES
Executive Officer · 2.5%
2692458