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Papamarkou, Wellner Perkin, Inc.

Multifamily office listing in New York, New York, United States.

  • SEC-registered
Headquarters
New York, NY
Regulatory AUM
$358 million
Employees
11
SEC CRD
131796

Bespoke investment management and merchant banking for high-net-worth individuals, family offices, endowments, and foundations.1

Overview

Papamarkou Wellner Perkin (PWP) provides customized investment management, private placements, capital introductions, and mergers and acquisitions advice to domestic and international clients. The firm is headquartered in New York City and also has an office in Palm Beach.1

History

PWP was founded in 1982.1

Leadership

Karl G. Wellner serves as Chairman and CEO, Thorne L. Perkin is President, and Nicolas E. Sitinas is Chief Investment Officer.2

Services

PWP’s investment-management team reports an average of 30 years of experience serving high-net-worth and institutional investors. It develops strategies around each client’s objectives and offers PW Growth Equity, PW Growth & Income, in-house private funds, and special purpose vehicles.3

Through private placements and capital introductions, PWP connects clients with private equity, early-stage venture capital, boutique hedge funds, real estate, family-office co-investments, special situations, direct transactions, and club deals.3

The firm advises on mergers and acquisitions, divestitures, spin-offs, joint ventures, and shareholder matters. Its work can include valuation analysis, evaluating strategic alternatives, assessing acquirers and targets, and structuring transactions.3

PWP also provides in-house trading in global equities, fixed income, and options, along with margin lending through its registered broker-dealer, Papamarkou Wellner & Co.3

What the firm offers

  • Investment management
  • Private and alternative investments
  • Cross-border planning

Client Focus

PWP serves domestic and international high-net-worth individuals, family offices, endowments, and foundations. The firm reports relationships with more than 200 family offices, supporting access to private-equity offerings, boutique hedge funds, co-investments, direct transactions, and venture capital.1

Approach

PWP describes its approach as collaborative and holistic, with close engagement with veteran industry professionals. The firm emphasizes creative solutions, execution, confidentiality, and discretion.1

By the numbers

Regulatory AUM by year$0K$112M$225M$337M$449M2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 131796. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$191 million$50 million$141 million
2017$217 million$68 million$149 million
2018$284 million$116 million$167 million
2019$262 million$105 million$157 million
2020$305 million$132 million$173 million
2021$347 million$166 million$181 million
2022$408 million$235 million$173 million
2023$292 million$168 million$124 million
2025$357 million$237 million$120 million
2026$358 million$245 million$112 million
Average AUM per client by year$0K$909K$2M$3M$4M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 131796. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$2 million
2019$2 million
2020$3 million
2021$3 million
2022$3 million
2023$3 million
2025$3 million
2026$3 million
Clients by type (2026)High net worth individuals96Corporations11Pooled investment vehicles1Charities1
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 131796. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
High net worth individuals96
Pooled investment vehicles1
Charities1
Corporations11
Employees by year0369122016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 131796. As of .
Employees reported on Form ADV
YearEmployees
20169
20179
20189
20199
20209
202110
202210
202310
202511
202611

Ranks #17 of 22 SEC-registered firms in NY on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 131796. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Who does Papamarkou Wellner Perkin serve?

PWP serves high-net-worth individuals, family offices, endowments, and foundations in domestic and international markets.1

What investment opportunities can PWP provide access to?

Its private-placement and capital-introduction activities can connect clients with private equity, venture capital, boutique hedge funds, real estate, family-office co-investments, special situations, direct transactions, and club deals.3

Is PWP a registered investment adviser?

Papamarkou Wellner Perkin Advisors is listed by the SEC as an approved investment adviser, effective July 21, 2004, under CRD 131796 and SEC file number 801-63317.4

  • LocationMultifamily offices in New York

    This New York directory helps readers place Papamarkou Wellner Perkin among firms serving wealthy families and business owners in the region. It can support an initial review of local providers offering investment management, private investments, alternative investments, and planning for cross-border holdings.

  • Network siteOffshoreTrusts.com

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  • Network siteFamilyOfficeDatabases.com

    FamilyOfficeDatabases.com lists family offices and investors that may resemble the client groups described for Papamarkou Wellner Perkin. The databases can help a family or business owner research market participants, identify relevant peer organizations, and frame discussions about private or alternative investments.

  • GuideThe annual MFO review

    The annual MFO review offers a broader reference point for understanding multifamily office services and current firm profiles. Readers can use it to compare how providers discuss investment management, private markets, family office relationships, and planning for endowments or foundations.

  • Similar firmsPapamarkou Wellner Perkin
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    Profiles for Papamarkou Wellner Perkin, AVESTAR CAPITAL, LLC, and Beatrice Advisors create a useful side-by-side starting point. Reviewing these entries may help readers compare stated services, client focus, and approaches to investment management, private and alternative investments, and cross-border planning.

Sources

  1. Papamarkou Wellner Perkin
  2. PWP Team
  3. PWP Our Business
  4. SEC AdviserInfo: Papamarkou Wellner Perkin Advisors

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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