The WEALTH MANAGEMENT PARTNERS is a privately held investment adviser that advises $2.92Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. WEALTH MANAGEMENT PARTNERS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 564.34% over the last 5-years.
The Group has been registered with the SEC for 27.52 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1980 E RIVER ROAD SUITE 120, TUCSON, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 6 investment and 2 non-investment staff. The total number of Employees increased by 14.29% over the last 5-years.
Their $2.92Bn in assets advised are owned by 18 private funds, 0 public funds and BDCs and 12 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $2.13Bn or 72.85% of Total Assets and High Net Worth Individuals own $605.92mn or 20.73% of Total Assets.
The Group's top investment strategies include Traditional LBO and Multi Strat, representing 91.86% and 8.14% of total assets, respectively.
They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
WEALTH MANAGEMENT PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.