Perella Weinberg Partners Capital Management LP is a registered investment advisor formed in 2007 and based in New York. The firm primarily provides discretionary investment advisory and administrative services to private investment funds, co-investment vehicles, and institutional clients, rather than directly managing individual retail client accounts. Perella Weinberg Partners Capital Management employs a broad range of investment strategies involving domestic and foreign financial securities, real assets, private equity, debt securities, and derivatives. The firm utilizes various methods of analysis, including fundamental, technical, cyclical, and quantitative research. Perella Weinberg Partners Capital Management focuses on generating strong risk-adjusted returns through specialized strategies such as real assets and financial assets, while managing risks associated with leverage, illiquidity, and global market volatility.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are typically up to 2.00% per annum of assets managed or capital commitments. Fees vary by client and strategy, and may be negotiable. Certain co-investment vehicles or specific funds may have different fee arrangements or be subject to performance-based compensation up to 20%.