The WPG ADVISERS is a privately held investment adviser that advises $360.88mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WPG ADVISERS 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 84.18% over the last 5-years.
The Group has been registered with the SEC for 7.85 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3600 O'DONNELL STREET SUITE 860, BALTIMORE, MARYLAND. 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 4 investment and 2 non-investment staff. The total number of Employees decreased by 33.33% over the last 5-years.
Their $360.88mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 19 other accounts. Assets of High Net Worth Individuals clients own $197.81mn or 54.81% of Total Assets and Individuals own $81.44mn or 22.57% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 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 fixed fees and management fees.
WPG ADVISERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.