The PAPAMARKOU WELLNER ASSET MANAGEMENT, INC. is a privately held investment adviser that advises $357.51mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. PAPAMARKOU WELLNER ASSET MANAGEMENT, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 3.01% over the last 5-years.
The Group has been registered with the SEC for 22.04 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 430 PARK AVENUE 17TH FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 11 employees comprised of 11 investment and 0 non-investment staff. The total number of Employees increased by 10% over the last 5-years.
Their $357.51mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 12 other accounts. Assets of High Net Worth Individuals clients own $322.16mn or 90.11% of Total Assets and Corporations or Other Businesses own $18.13mn or 5.07% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
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 advisory fees, management fees and performance-based fees.
PAPAMARKOU WELLNER ASSET MANAGEMENT, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.