{ "crd_number": 135689, "slug": "wp-global-partners-llc-chicago-il-135689", "primary_business_name": "WP GLOBAL PARTNERS LLC", "legal_name": "WP GLOBAL PARTNERS LLC", "dbas": [ "WP GLOBAL PARTNERS INC. (RELYING ADVISER)" ], "city": "Chicago", "state": "IL", "country": "United States", "cbsa_code": "16980", "metro": { "cbsa_code": "16980", "common_name": "Chicago", "msa_name": "Chicago-Naperville-Elgin, IL-IN", "path": "/advisors/il/chicago" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2005-05-26", "years_registered": 21, "period": "2026-10-01", "filing_date": "2026-08-27", "carried_forward": false, "raum_total": 3010853530.0, "raum_discretionary": 2541869308.0, "raum_non_discretionary": 468984222.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 25, "advisory_employees": 14, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 3010853530.0, "count": 53 } }, "compensation_types": [ "fixed", "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://facebook.com/WP-Global-Partners-854166584615951", "https://linkedin.com/COMPANY/108847", "https://twitter.com/WP_GLOBAL", "https://wpglobalpartners.com", "https://youtube.com/channel/UCSq7-riMuWaI3mVQBvnplow/featured?view_as=subscriber" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135689", "city_as_filed": "CHICAGO", "url": "https://advisorcensus.com/firm/wp-global-partners-llc-chicago-il-135689", "display_name": "WP Global Partners LLC", "summary": "WP Global Partners LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 27, 2026.", "citation": "AdvisorCensus. WP Global Partners LLC (CRD 135689): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is WP Global Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), WP Global Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other." }, { "q": "Where is WP Global Partners LLC located?", "a": "WP Global Partners LLC's principal office is in Chicago, IL, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is WP Global Partners LLC registered with the SEC or a state?", "a": "WP Global Partners LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 135689." }, { "q": "How much does WP Global Partners LLC manage?", "a": "WP Global Partners LLC reports $3,010,853,530 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (84% discretionary)." }, { "q": "How have WP Global Partners LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for WP Global Partners LLC: Regulatory assets under management: $3,756,225,038 in the October 2021 data and $3,010,853,530 in the October 2026 data, down 20%. Total employees: 27 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does WP Global Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (53)." }, { "q": "Does WP Global Partners LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135689" }, { "q": "What changed in WP Global Partners LLC's recent Form ADV filings?", "a": "In the September 2026 filing data: Changed its office addresses in New York, NY." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3756225038.0, "total_employees": 27, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3890804385.0, "total_employees": 32, "filing_date": "2022-07-01" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3798627715.0, "total_employees": 32, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3523354584.0, "total_employees": 32, "filing_date": "2024-07-31" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3143148745.0, "total_employees": 30, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3010853530.0, "total_employees": 25, "filing_date": "2026-08-27" } ], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Changed its office addresses in New York, NY." ] }, { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Item 11 disclosure answers changed: 0 yes answers, previously 3 (now no: 11.C(2), 11.C(4), 11.C(5)).", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "No longer lists an office in Los Angeles, CA.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/wp-global-partners-llc-chicago-il-135689.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 53, "fewer_than_5": false, "raum": 3010853530.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135689", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }