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PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP
CRD 143598File 801-67735
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$238.4M
Below cohort median (national)
Discretionary AUM
$238.4M
Clients
9
9 accounts
Employees
7
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 18, 2007
- Principal office
- 767 FIFTH AVENUE, 3RD FLOOR, NEW YORK, NY, 10153
- Phone
- 646-708-8643
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $238.4M
- Discretionary AUM
- $238.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $26.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $238.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $351,294,289 | $238,419,449 | decreased by$112,874,840 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $327,501,053 | $351,294,289 | increased by$23,793,236 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 72 | 7 | decreased by65 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 68 | 9 | decreased by59 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $16,551,761,035 | $327,501,053 | decreased by$16,224,259,982 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 68 | 9 | decreased by59 |
| Apr 1, 2022 | Employees | 69 | 72 | increased by3 |
| Apr 1, 2022 | Clients | 63 | 68 | increased by5 |
| Apr 1, 2022 | AUM | $12,586,632,836 | $16,551,761,035 | increased by$3,965,128,199 |
| 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 “PERELLA WEINBERG” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PERELLA WEINBERG” 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.