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CRD 135689
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| HC INNOVATIVE PARTNERS, LP | Private Equity Fund | $552M | Jul 31, 2024 | 6 | Mar 29, 2019 | reported | 021-328572 |
| WP GLOBAL SCF INVESTORS A, L.P. | Private Equity Fund | $517M | Jul 31, 2024 | 1 | Mar 29, 2018 | reported | n/a |
| WP COREALPHA VI LP | Private Equity Fund | $439M | Jul 31, 2024 | 117 | Mar 31, 2021 | reported | 021-362483 |
| WP GLOBAL-GERMANY PRIVATE EQUITY, L.P. | Private Equity Fund | $259M | Jul 31, 2024 | 1 | Mar 30, 2012 | reported | n/a |
| COREALPHA PRIVATE EQUITY PARTNERS PARTNERSHIP FUND V, L.P. | Private Equity Fund | $215M | Jul 31, 2024 | 11 | Mar 31, 2017 | reported | 021-267324 |
| COREALPHA CAYMAN II LTD | Private Equity Fund | $198M | Apr 1, 2013 | 5 | Mar 30, 2012 | dropped | n/a |
| COREALPHA PRIVATE EQUITY PARTNERS CO-INVESTMENT FUND V, L.P. | Private Equity Fund | $191M | Jul 31, 2024 | 38 | Mar 31, 2017 | reported | 021-267324 |
| WP NORTH AMERICA PRIVATE EQUITY II, L.P. | Private Equity Fund | $190M | Jul 31, 2024 | 2 | Mar 30, 2012 | reported | n/a |
| WP GLOBAL MEZZANINE CAPITAL STRATEGY II (CAYMAN) LTD | Private Equity Fund | $181M | Apr 1, 2013 | 3 | Mar 30, 2012 | dropped | n/a |
| WP NORTH AMERICA PRIVATE EQUITY, L.P. | Private Equity Fund | $112M | Jul 31, 2024 | 8 | Mar 30, 2012 | reported | n/a |
| COREALPHA PRIVATE EQUITY PARTNERS PARTNERSHIP FUND IV, L.P | Private Equity Fund | $99.8M | Jul 31, 2024 | 15 | Mar 31, 2014 | reported | 021-200462 |
| WP NATURAL RESOURCES CO-INVESTMENT FUND, L.P. | Private Equity Fund | $81.6M | Jul 31, 2024 | 1 | Mar 29, 2016 | reported | n/a |
| WP GLOBAL MEZZANINE CAPITAL STRATEGY II, L.P. | Private Equity Fund | $80.9M | Jul 31, 2024 | 5 | Mar 30, 2012 | reported | n/a |
| WP SCF SELECT PARTNERSHIP FUND (CAYMAN), L.P. | Private Equity Fund | $80.3M | Jul 31, 2024 | 1 | Mar 29, 2016 | reported | n/a |
| WP COREALPHA VII LP | Private Equity Fund | $72.2M | Jul 31, 2024 | 15 | Mar 27, 2024 | reported | n/a |
| WP COREALPHA PRIVATE EQUITY PARTNERS III, L.P. | Private Equity Fund | $68.5M | Jul 31, 2024 | 17 | Mar 30, 2012 | reported | 021-142891 |
| WP SCF EXPLORER FUND, LP | Private Equity Fund | $58.2M | Jul 31, 2024 | 1 | Mar 29, 2016 | reported | n/a |
| WP GLOBAL MEZZANINE CAPITAL STRATEGY (RLA) LP | Private Equity Fund | $50.2M | Jul 31, 2024 | 1 | Mar 30, 2012 | reported | n/a |
| COREALPHA PRIVATE EQUITY PARTNERS CO-INVESTMENT FUND IV, L.P | Private Equity Fund | $47.1M | Jul 31, 2024 | 16 | Mar 31, 2014 | reported | 021-200462 |
| WP EXPLORER 3 L.P. | Private Equity Fund | $43.2M | Jul 31, 2024 | 12 | Mar 30, 2022 | reported | 021-417296 |
| WP SCF FOLLOW-ON FUND LP | Private Equity Fund | $40.0M | Jul 31, 2024 | 1 | Mar 29, 2020 | reported | n/a |
| WP GLOBAL RR INVESTORS, L.P. | Private Equity Fund | $38.5M | Jul 31, 2024 | 1 | Mar 29, 2016 | reported | n/a |
| WP COREALPHA PRIVATE EQUITY PARTNERS II, L.P. | Private Equity Fund | $37.8M | Jul 31, 2024 | 16 | Mar 30, 2012 | reported | 021-107131 |
| WP SCF SELECT CO-INVEST II LP | Private Equity Fund | $31.8M | Jul 31, 2024 | 1 | Mar 31, 2017 | reported | n/a |
| WP GLOBAL FOOD WATER AND AGRICULTURAL FUND (CAYMAN), L.P. | Private Equity Fund | $29.7M | Dec 9, 2015 | 1 | Mar 31, 2014 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Berry, Joseph, F | SENIOR MANAGING PARTNER | Na | yes | 01/2020 | Mar 30, 2022 | Jul 31, 2024 |
| BREEN, TRACI, GEARTY | CFO/TREASURER | Na | yes | 02/2014 | Mar 31, 2014 | Jul 31, 2024 |
| CHAPMAN, CELIA, A. | SENIOR ADVISER | Na | yes | 07/2005 | Mar 30, 2012 | Jul 31, 2024 |
| OBERHOLTZER, GREGORY, STAUFFER | Member | C | yes | 11/2015 | Mar 30, 2012 | Jul 31, 2024 |
| OBERHOLTZER, GREGORY, STAUFFER | CHIEF INVESTMENT OFFICER/SENIOR MANAGING PARTNER | Na | yes | 03/2014 | Mar 30, 2012 | Jul 31, 2024 |
| PHILLIPS, DONALD, WRIGHT | Member | C | yes | 04/2016 | Mar 30, 2012 | Jul 31, 2024 |
| PHILLIPS, DONALD, WRIGHT | Member | C | yes | 11/2015 | Mar 30, 2012 | Jul 31, 2024 |
| PHILLIPS, DONALD, WRIGHT | FOUNDER/CEO | Na | yes | 03/2014 | Mar 30, 2012 | Jul 31, 2024 |
| THOMPSON, LLOYD, BRYAN | Member | C | yes | 11/2015 | Mar 30, 2012 | Jul 31, 2024 |
| THOMPSON, LLOYD, BRYAN | SENIOR MANAGING PARTNER/VICE CHAIRMAN | Na | yes | 04/2020 | Mar 30, 2012 | Jul 31, 2024 |
| WP MANAGEMENT EQUITY LLC | COMMON SHARE OWNER | D | yes | 04/2016 | Apr 29, 2016 | Jul 31, 2024 |
| WPGP EQUITY PARTNERS LLC | COMMON AND PREFERRED SHARE OWNER | C | yes | 11/2015 | Mar 29, 2016 | Jul 31, 2024 |
| WALKER, LISA, ANN | CHIEF COMPLIANCE OFFICER | Na | no | 01/2023 | Jan 18, 2023 | Jul 31, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WP CORE ALPHA III GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP COREALPHA CO-INVESTMENT GP IV, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP COREALPHA CO-INVESTMENT GP V, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP COREALPHA GP VI, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP COREALPHA GP VII LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP COREALPHA II GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP COREALPHA PARTNERSHIP GP IV, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP COREALPHA PARTNERSHIP GP V, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP EXPLORER 3 GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP GLOBAL FOOD WATER AND AGRICULTURAL FUND GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP GLOBAL PARTNERS GMBH | n/a | n/a | n/a | Y | yes | n/a |
| WP GLOBAL PARTNERS INC. | n/a | n/a | n/a | N | yes | n/a |
| WP GLOBAL SCF GP A, LLC | n/a | n/a | n/a | N | yes | n/a |
| WP GLOBAL-GERMANY PRIVATE EQUITY GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP INNOVATIVE PARTNERS LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP MANAGING MEMBER, LLC | n/a | n/a | n/a | N | yes | n/a |
| WP MEZZANINE GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP MEZZANINE II GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP NORTH AMERICA PRIVATE EQUITY GP II, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP NORTH AMERICA PRIVATE EQUITY GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP NRP SERVICES GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| WP PRIVATE DEBT CO-INVESTMENT GP III LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP PRIVATE DEBT PARTNERSHIP GP III LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP PRIVATE EQUITY GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP REAL ESTATE GP II LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP REAL ESTATE GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP RR GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| WP SCF EXPLORER GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| WP SCF EXPLORER II GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP SCF FOLLOW-ON GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| WP SCF NR II GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP SCF SELECT II GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| WP SCF SELECT SERVICES GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 5 | no |
| LOS ANGELES | CA | United States | 1 | no |
| SANTA ROSA BEACH | FL | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 29, 2026 | $3.0B | $2.5B | 25 | 14 | 4 | 37 | n/a |
| 2024 | Mar 28, 2025 | $3.1B | $2.6B | 30 | 14 | 5 | 37 | n/a |
| 2023 | Mar 27, 2024 | $3.5B | $2.9B | 32 | 14 | 5 | 37 | $3.5B |
| 2022 | Mar 30, 2023 | $3.8B | $3.2B | 32 | 14 | 5 | 36 | $3.8B |
| 2021 | Mar 30, 2022 | $3.9B | $3.2B | 32 | 14 | 6 | 35 | $3.9B |
| 2020 | Mar 31, 2021 | $3.8B | $3.2B | 27 | 15 | 3 | 34 | $3.8B |
| 2019 | Mar 29, 2020 | $3.6B | $3.1B | 28 | 15 | 3 | 33 | $3.6B |
| 2018 | Mar 29, 2019 | $3.5B | $3.0B | 28 | 15 | 3 | 32 | $3.5B |
| 2017 | Mar 29, 2018 | $3.0B | $2.4B | 28 | 15 | 3 | 31 | $3.0B |
| 2016 | Mar 31, 2017 | $2.7B | $2.6B | 27 | 14 | n/a | 30 | $2.7B |
| 2015 | Mar 29, 2016 | $2.5B | $2.4B | 27 | 14 | n/a | 24 | $2.5B |
| 2014 | Mar 27, 2015 | $2.2B | $2.2B | 26 | 12 | n/a | 17 | $2.2B |
| 2013 | Mar 31, 2014 | $1.9B | $1.9B | 24 | 11 | n/a | 16 | $1.9B |
| 2012 | Apr 1, 2013 | $1.4B | $1.4B | 23 | 11 | n/a | 14 | $2.5B |
| 2011 | Mar 30, 2012 | $1.8B | $1.8B | n/a | n/a | n/a | 14 | $2.2B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.0B | $3.1B | -4.2% | $3.8B | -7.5% | 25 | 30 | 4 | 5 |