# Perella Weinberg Partners Capital Management LP

> Perella Weinberg Partners Capital Management LP is an SEC-registered investment advisory firm in New York, NY, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 143598
- Filed as: PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143598
- AdvisorCensus page: https://advisorcensus.com/firm/perella-weinberg-partners-capital-management-lp-new-york-ny-143598

## Quick answers

**How is Perella Weinberg Partners Capital Management LP compensated?**
On its Form ADV (Item 5.E, October 2026), Perella Weinberg Partners Capital Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Perella Weinberg Partners Capital Management LP located?**
Perella Weinberg Partners Capital Management LP's principal office is in New York, NY, according to its Form ADV.

**Is Perella Weinberg Partners Capital Management LP registered with the SEC or a state?**
Perella Weinberg Partners Capital Management LP is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143598.

**How much does Perella Weinberg Partners Capital Management LP manage?**
Perella Weinberg Partners Capital Management LP reports $238,419,449 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Perella Weinberg Partners Capital Management LP's assets and staff changed since 2021?**
In the Form ADV data for Perella Weinberg Partners Capital Management LP: Regulatory assets under management: $12,586,632,836 in the October 2021 data and $238,419,449 in the October 2026 data, down 98%. Total employees: 69 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Perella Weinberg Partners Capital Management LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Perella Weinberg Partners Capital Management LP report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143598

**What changed in Perella Weinberg Partners Capital Management LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $351,294,289 to $238,419,449 (-32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $238,419,449
- Discretionary: $238,419,449
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $238,419,449 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 7 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143598

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $12,586,632,836 | 69 | August 5, 2021 |
| October 2022 | $16,551,761,035 | 72 | March 31, 2022 |
| October 2023 | $14,424,206,403 | 62 | June 20, 2023 |
| October 2024 | $420,966,837 | 7 | July 1, 2024 |
| October 2025 | $351,294,289 | 7 | June 4, 2025 |
| October 2026 | $238,419,449 | 7 | March 31, 2026 |

Regulatory assets under management: $12,586,632,836 in the October 2021 data and $238,419,449 in the October 2026 data, down 98%.
Total employees: 69 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $351,294,289 to $238,419,449 (-32%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Perella Weinberg Partners Capital Management LP (CRD 143598): Form ADV filing data as of October 2026.