PERELLA WEINBERG Overview
Perella Weinberg Partners Cap is a hedge fund that manages 7.7 BN dollars in regulatory AUM and has 116 employees, of which 42 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 06/30/19. The fund's latest filing disclosed 2BN in positions, representing 30% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 06/30/19. The fund's latest filing disclosed 2BN in positions, representing 30% of the manager's regulatory AUM.
PERELLA WEINBERG StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PERELLA WEINBERG Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 5.52% | ETF | 1.83% | 0% | 0 | 26% | ||
| ACWI | 4.48% | ETF | 0.3% | -0.06% | 0 | 5% | ||
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FEATURED IN
PERELLA WEINBERG Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Tarek F. Abdel-Meguid | Authorized Person | March-2007 |
| Joseph R. Perella | Chairman And Authorized Person | March-2007 |
| Andrew N. Siegel | Chief Compliance Officer And Authorized Person | August-2007 |
| Aaron F. Hood | Chief Financial Officer And Authorized Person | May-2010 |
| William Kourakos | Authorized Person | July-2014 |
| Vladimir Shendelman | General Counsel And Authorized Person | July-2014 |
| Robert K. Steel | Chief Executive Officer And Authorized Person | July-2014 |
PERELLA WEINBERG Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
PERELLA WEINBERG Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
Investment ideas are usually generated internally, through research and analysis, and are based primarily upon the research and analytical experience and expertise of each of the investment and other professionals that supervise and review the applicable accounts. The Adviser may obtain information regarding investment opportunities through industry participants, broker-dealers and business and other relationships. The Adviser may, from time to time, engage the services of consultants and third parties to provide investment ideas, source potential investments, or gather further research or information.
The Adviser’s investment analysis methods may include, depending upon the investment strategy and circumstances, charting, fundamental, technical and cyclical methods. In addition, the Adviser’s methods of analysis may include quantitative and computer-aided ana...
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METHODS OF ANALYSIS
Investment ideas are usually generated internally, through research and analysis, and are based primarily upon the research and analytical experience and expertise of each of the investment and other professionals that supervise and review the applicable accounts. The Adviser may obtain information regarding investment opportunities through industry participants, broker-dealers and business and other relationships. The Adviser may, from time to time, engage the services of consultants and third parties to provide investment ideas, source potential investments, or gather further research or information.
The Adviser’s investment analysis methods may include, depending upon the investment strategy and circumstances, charting, fundamental, technical and cyclical methods. In addition, the Adviser’s methods of analysis may include quantitative and computer-aided ana...
Unlock Full Investment Process Description
PERELLA WEINBERG Portfolio Concentration
PERELLA WEINBERG Location
767 FIFTH AVENUE
10TH FLOOR
NEW YORK, New York
UNITED STATES, 10153
10TH FLOOR
NEW YORK, New York
UNITED STATES, 10153
PERELLA WEINBERG Contact Information
Phone Number: 212-287-3200
Fax Number: 212-287-3201
Website: http://www.pwpartners.com
Fax Number: 212-287-3201
Website: http://www.pwpartners.com
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