The WGI DM is a privately held investment adviser that advises $7.05Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WGI DM is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 77.18% over the last 1-years.
The Group has been registered with the SEC for 1.52 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at ONE FINANCIAL CENTER SUITE 1620, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 6 investment and 0 non-investment staff. The total number of Employees decreased by 14.29% over the last 1-years.
Their $7.05Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 6 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $1.69Bn or 24.01% of Total Assets and Pension and Profit Sharing Plans-Private own $840.92mn or 11.92% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
WGI DM names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.