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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

WRH PARTNERS GLOBAL SECURITIES LP

CRD 109044

STUART, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d417642-f485-42ff-c258-e2f066b6f2b6

Data as of Mar 23, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2012 to Mar 23, 2018
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $272,500Item 5.F on the latest filing (2018-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $272,500
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-55535
CRD: 109044
Filings on the tape: 9
First filed: Mar 29, 2012
Latest filed: Mar 23, 2018
Organised: Limited Partnership, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUFF, WILLIAM, ROBERT	CHIEF INVESTMENT OFFICER	C	yes	05/1998	Mar 29, 2012	Mar 23, 2018
HUFF, WILLIAM, ROBERT	Owner	F	yes	05/1998	Mar 29, 2012	Mar 23, 2018
MARKEY CORP	Owner	F	yes	06/1994	Mar 31, 2014	Mar 23, 2018
MARKEY, CATHY, JANE	Owner	E	yes	06/1994	Mar 29, 2012	Mar 23, 2018
MARKEY, CATHY, JANE	Owner	E	yes	07/1996	Mar 29, 2012	Mar 23, 2018
THE HUFF FAMILY TRUST	Owner	E	yes	07/1996	Mar 29, 2012	Mar 23, 2018
WRH ASSET HOLDING CORP.	Owner	F	yes	07/1996	Mar 29, 2012	Mar 23, 2018
WRH PARTNERS GLOBAL SECURITIES LP	OWNER, ON THE GREEN, L.L.C.	E	yes	08/2005	Mar 29, 2012	Mar 23, 2018
WRH PARTNERS GLOBAL SECURITIES, INC.	GENERAL PARTNER	Na	yes	05/1998	Mar 29, 2012	Mar 23, 2018
BENTZ, PETER, C	OWNER, ON THE GREEN, L.L.C.	A	no	01/2007	Mar 29, 2012	Mar 23, 2018
GLENN, BRIAN, J	OWNER, ON THE GREEN	A	no	01/2014	Mar 23, 2015	Mar 23, 2018
JJWA ASSET PARTNERS, L.P.	OWNER, WRH PARTNERS GLOBAL SECURITIES, L.P.	B	no	12/2008	Mar 29, 2012	Mar 23, 2018
MARKEY, CATHY, JANE	CHIEF COMPLIANCE OFFICER	B	no	06/2015	Mar 29, 2012	Mar 23, 2018
POLYE, WILLIAM, RONALD	OWNER, ON THE GREEN	A	no	01/2007	Mar 27, 2013	Mar 23, 2018
THE HUFF FLP, L.P.	OWNER, ON THE GREEN, L.L.C.	A	no	01/2013	Mar 31, 2014	Mar 23, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W.R. HUFF CM, LLC	n/a	Former SEC adviser	$244M	N	yes	n/a
W.R. HUFF ASSET MANAGEMENT CO., L.L.C.	n/a	Former SEC adviser	$87.0M	N	yes	n/a
ON THE GREEN, L.L.C.	n/a	n/a	n/a	Y	yes	n/a
WRH ENERGY PARTNERS, L.L.C.	n/a	n/a	n/a	N	yes	n/a
WRH PARTNERS II, L.L.C.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Morristown	Nj	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 23, 2018	$272,500	$272,500	2	2	1	n/a	n/a
2016	Mar 22, 2017	$148M	$148M	1	1	n/a	n/a	n/a
2015	Mar 28, 2016	$264M	$264M	1	1	n/a	n/a	n/a
2014	Mar 23, 2015	$529M	$529M	2	2	n/a	n/a	n/a
2013	Mar 31, 2014	$530M	$530M	2	2	n/a	n/a	n/a
2012	Mar 27, 2013	$532M	$532M	2	2	n/a	n/a	n/a
2011	Mar 29, 2012	$536M	$536M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$272,500	$148M	-99.8%	$529M	-92.0%	2	1	1	n/a

Relationships

Affiliated with (2)

→ W.R. HUFF ASSET MANAGEMENT CO., L.L.C.Registered adviserother investment adviser, common control
factForm ADV
→ W.R. HUFF CM, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← WRH PARTNERS GLOBAL SECURITIES LPOwnerOWNER, ON THE GREEN, L.L.C., ownership code E, domestic entity
Mar 29, 2012 to presentfactForm ADV
← MARKEY, CATHY, JANEOwnerOWNER, ownership code E, individual
Mar 29, 2012 to presentfactForm ADV
← HUFF, WILLIAM, ROBERTOwnerOWNER, ownership code F, individual
Mar 29, 2012 to presentfactForm ADV
← MARKEY CORPOwnerOWNER, ownership code F, domestic entity
Mar 31, 2014 to presentfactForm ADV
← THE HUFF FAMILY TRUSTOwnerOWNER, ownership code E, domestic entity
Mar 29, 2012 to presentfactForm ADV
← WRH ASSET HOLDING CORP.OwnerOWNER, ownership code F, domestic entity
Mar 29, 2012 to presentfactForm ADV

Owns (6)

← MARKEY, CATHY, JANEOwnerCHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 29, 2012 to presentfactForm ADV
← GLENN, BRIAN, JOwnerOWNER, ON THE GREEN, ownership code A, individual
Mar 23, 2015 to presentfactForm ADV
← BENTZ, PETER, COwnerOWNER, ON THE GREEN, L.L.C., ownership code A, individual
Mar 29, 2012 to presentfactForm ADV
← POLYE, WILLIAM, RONALDOwnerOWNER, ON THE GREEN, ownership code A, individual
Mar 27, 2013 to presentfactForm ADV
← JJWA ASSET PARTNERS, L.P.OwnerOWNER, WRH PARTNERS GLOBAL SECURITIES, L.P., ownership code B, domestic entity
Mar 29, 2012 to presentfactForm ADV
← THE HUFF FLP, L.P.OwnerOWNER, ON THE GREEN, L.L.C., ownership code A, domestic entity
Mar 31, 2014 to presentfactForm ADV

Dated events

Occurred
Mar 23, 2018
Regulatory AUM changed
Wrh Partners Global Securities Lp reported RAUM $272,500, down 100% from $148.2M (2017-03-22 to 2018-03-23)
Form ADVobserved 5 days ago
$-148M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d417642-f485-42ff-c258-e2f066b6f2b6
First observed: Mar 29, 2012
Last observed: Mar 23, 2018 103 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WRH PARTNERS GLOBAL SECURITIES LP

CRD 109044

STUART, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d417642-f485-42ff-c258-e2f066b6f2b6

Data as of Mar 23, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUFF, WILLIAM, ROBERT

CHIEF INVESTMENT OFFICER

yes

05/1998

Mar 29, 2012

Mar 23, 2018

HUFF, WILLIAM, ROBERT

Owner

yes

05/1998

Mar 29, 2012

Mar 23, 2018

MARKEY CORP

Owner

yes

06/1994

Mar 31, 2014

Mar 23, 2018

MARKEY, CATHY, JANE

Owner

yes

06/1994

Mar 29, 2012

Mar 23, 2018

MARKEY, CATHY, JANE

Owner

yes

07/1996

Mar 29, 2012

Mar 23, 2018

THE HUFF FAMILY TRUST

Owner

yes

07/1996

Mar 29, 2012

Mar 23, 2018

WRH ASSET HOLDING CORP.

Owner

yes

07/1996

Mar 29, 2012

Mar 23, 2018

WRH PARTNERS GLOBAL SECURITIES LP

OWNER, ON THE GREEN, L.L.C.

yes

08/2005

Mar 29, 2012

Mar 23, 2018

WRH PARTNERS GLOBAL SECURITIES, INC.

GENERAL PARTNER

yes

05/1998

Mar 29, 2012

Mar 23, 2018

BENTZ, PETER, C

OWNER, ON THE GREEN, L.L.C.

01/2007

Mar 29, 2012

Mar 23, 2018

GLENN, BRIAN, J

OWNER, ON THE GREEN

01/2014

Mar 23, 2015

Mar 23, 2018

JJWA ASSET PARTNERS, L.P.

OWNER, WRH PARTNERS GLOBAL SECURITIES, L.P.

12/2008

Mar 29, 2012

Mar 23, 2018

MARKEY, CATHY, JANE

CHIEF COMPLIANCE OFFICER

06/2015

Mar 29, 2012

Mar 23, 2018

POLYE, WILLIAM, RONALD

OWNER, ON THE GREEN

01/2007

Mar 27, 2013

Mar 23, 2018

THE HUFF FLP, L.P.

OWNER, ON THE GREEN, L.L.C.

01/2013

Mar 31, 2014

Mar 23, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

W.R. HUFF CM, LLC

n/a

Former SEC adviser

$244M

yes

n/a

W.R. HUFF ASSET MANAGEMENT CO., L.L.C.

n/a

Former SEC adviser

$87.0M

yes

n/a

ON THE GREEN, L.L.C.

n/a

yes

n/a

WRH ENERGY PARTNERS, L.L.C.

n/a

yes

n/a

WRH PARTNERS II, L.L.C.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Morristown

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 23, 2018

$272,500

n/a

2016

Mar 22, 2017

$148M

n/a

2015

Mar 28, 2016

$264M

n/a

2014

Mar 23, 2015

$529M

n/a

2013

Mar 31, 2014

$530M

n/a

2012

Mar 27, 2013

$532M

n/a

2011

Mar 29, 2012

$536M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$272,500

$148M

-99.8%

$529M

-92.0%

n/a