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P••• W••••• LIMITED PARTNERSHIP, CRD 105058
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••••• J•••• G••••• | Treasurer | F | yes | 01/2011 | Mar 28, 2012 | Feb 20, 2024 |
| B•••••••• J•••• G••••• | LIMITED PARTNER & MANAGING PARTNER | B | yes | 01/2008 | Mar 28, 2012 | Feb 20, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| S•••••• F•••••••• S•••••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $3.7B | $3.3B | 13.7% | $3.5B | 2.1% | 28 | 28 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••••• P••••••• L•• | 12 | Feb 3, 2025 | Jan 27, 2025 | BOSTON, MA | Firm absorbed | RIA to RIA | 100.0% |
| CHIEF COMPLIANCE OFFICER |
| Na |
| yes |
| 09/2021 |
| Sep 23, 2021 |
| Feb 20, 2024 |
| M•••••• K••••• A••• | LIMITED PARTNER & MANAGING PARTNER | B | yes | 01/2011 | Mar 28, 2012 | Feb 20, 2024 |
| P•••••••• S••••••• R••••••• | President | F | yes | 07/2015 | Sep 22, 2015 | Feb 20, 2024 |
| P•••••••• S••••••• R••••••• | LIMITED PARTNER & MANAGING PARTNER | Na | yes | 07/2015 | Sep 22, 2015 | Feb 20, 2024 |
| P••• W•••••• I••• | GENERAL PARTNER | A | yes | 01/2008 | Mar 31, 2022 | Feb 20, 2024 |
| S•• M•••• J••••••• J• | LIMITED PARTNER & MANAGING PARTNER | B | yes | 01/2011 | Mar 28, 2012 | Feb 20, 2024 |
| W••••••••• T•••••• F••••••• | LIMITED PARTNER & MANAGING PARTNER | B | yes | 01/2008 | Mar 28, 2012 | Feb 20, 2024 |
| W••••••••• T•••••• F••••••• | Secretary | F | yes | 01/2011 | Mar 28, 2012 | Feb 20, 2024 |
| $3.7B |
| $3.7B |
| 28 |
| 14 |
| 0 |
| n/a |
| n/a |
| 2022 | Mar 22, 2023 | $3.3B | $3.3B | 28 | 14 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $4.1B | $4.1B | 32 | 15 | 0 | n/a | n/a |
| 2020 | Mar 23, 2021 | $3.5B | $3.5B | 25 | 13 | 0 | n/a | n/a |
| 2019 | Mar 25, 2020 | $3.1B | $3.1B | 27 | 14 | 0 | n/a | n/a |
| 2018 | Mar 28, 2019 | $2.6B | $2.6B | 23 | 11 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $2.8B | $2.8B | 25 | 11 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $2.5B | $2.5B | 20 | 8 | n/a | n/a | n/a |
| 2015 | Mar 15, 2016 | $2.5B | $2.5B | 22 | 10 | n/a | n/a | n/a |
| 2014 | Mar 12, 2015 | $2.7B | $2.7B | 23 | 12 | n/a | n/a | n/a |
| 2013 | Mar 19, 2014 | $2.6B | $2.6B | 22 | 10 | n/a | n/a | n/a |
| 2012 | Mar 4, 2013 | $2.2B | $2.2B | 22 | 10 | n/a | n/a | n/a |
| 2011 | Mar 28, 2012 | $2.0B | $2.0B | n/a | n/a | n/a | n/a | n/a |