Private fund adviser · New York, NY
Perella Weinberg Partners Capital Management LP
SEC-registered investment adviser · CRD 143598 · SEC 801-67735
At a glance
Perella Weinberg Partners Capital Management LP is an SEC-registered investment adviser based in New York, New York, with $238 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,859th of 4,686 private fund advisers and 11,341st of 17,210 SEC-registered advisers by assets.
Main office 646-708-8643As filed on Form ADV
- Regulatory AUM
- $238M
- Rank among private fund advisers
- #3,859 of 4,686
- Rank among all SEC RIAs
- #11,341 of 17,210
- Rank in New York
- #1,844 of 2,591
- Clients
- 9
- Accounts
- 9
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Nicholas J. VagraHead of Asset Management, Chief Financial Officer and Authorized Person
- Justin B. KamenChief Compliance Officer, Chief Legal Officer
Custody and brokerage
Custodian
Perella Weinberg Partners Capital Management LP’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Perella Weinberg Partners Capital Management LP is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Perella Weinberg Gmbh, Perella Weinberg Partners France SAS, Perella Weinberg Partners LP, Perella Weinberg UK Limited and Tudor, Pickering, Holt & Co. Securities - Canada, ULC.
- Perella Weinberg Gmbh
- Perella Weinberg Partners France SAS
- Perella Weinberg Partners LP ↗CRD 138618
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Perella Weinberg UK Limited
- Tudor, Pickering, Holt & Co. Securities - Canada, ULC
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 9 | $238M | 100% |
Private funds
Perella Weinberg Partners Capital Management LP reports 21 private funds with $452M in gross assets: hedge funds, private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Perella Weinberg Partners Capital Management LP answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Perella Weinberg Partners Capital Management LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,858 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Perella Weinberg Partners Capital Management LP manage?
Perella Weinberg Partners Capital Management LP reports $238 million in regulatory assets under management across 9 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Perella Weinberg Partners Capital Management LP?
Perella Weinberg Partners Capital Management LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Perella Weinberg Partners Capital Management LP’s clients?
By assets, its largest client types are pooled investment vehicles ($238 million, 9 clients).
Does Perella Weinberg Partners Capital Management LP manage private funds?
Yes. It reports 21 private funds with $452 million in gross assets, including hedge funds, private equity funds, other private funds.
Does Perella Weinberg Partners Capital Management LP have any disciplinary history?
Perella Weinberg Partners Capital Management LP answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Perella Weinberg Partners Capital Management LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →