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WP GLOBAL PARTNERS LLC
CRD 135689File 801-64343
APPROVED
Custody
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.01B
Top 25% of cohort (national)
Discretionary AUM
$2.54B
Non-discretionary $469.0M
Clients
53
53 accounts
Employees
25
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 26, 2005
- Principal office
- 155 N. WACKER DRIVE, SUITE 4400, CHICAGO, IL, 60606-1727
- Phone
- 312-277-1300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.01B
- Discretionary AUM
- $2.54B
- Non-discretionary AUM
- $469.0M
- Discretionary accounts
- 49
- Non-discretionary accounts
- 4
- Total accounts
- 53
- AUM per client
- $56.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 53 | $3.01B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEES BASED ON CAPITAL COMMITMENTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | Employees | 30 | 25 | decreased by5 |
| Apr 1, 2026 | Clients | 54 | 53 | decreased by1 |
| Apr 1, 2026 | AUM | $3,143,148,745 | $3,010,853,530 | decreased by$132,295,215 |
| Apr 1, 2026 | Accounts | 54 | 53 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 30 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 60 | 54 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,890,804,385 | $3,143,148,745 | decreased by$747,655,640 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 60 | 54 | decreased by6 |
| Apr 1, 2022 | Employees | 27 | 32 | increased by5 |
| Apr 1, 2022 | Clients | 57 | 60 | increased by3 |
| Apr 1, 2022 | AUM | $3,756,225,038 | $3,890,804,385 | increased by$134,579,347 |
| Apr 1, 2022 | Accounts | 57 | 60 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WP GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WP GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.