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 09/30/16. The fund's latest filing disclosed 340MM in positions, representing 4% of the manager's regulatory AUM.

PERELLA WEINBERG StockAlpha

-1.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

PERELLA WEINBERG Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ACWI 14.62% ETF 0.02% -0.37% 1 5%
IWD 9.88% ETF 5.37% 0.28% 0 7%
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FEATURED IN
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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

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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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PERELLA WEINBERG Portfolio Concentration

PERELLA WEINBERG Location

767 FIFTH AVENUE
10TH FLOOR
NEW YORK, New York
UNITED STATES, 10153

PERELLA WEINBERG Contact Information

Phone Number: 212-287-3200
Fax Number: 212-287-3201
Website:

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