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PAPAMARKOU WELLNER ASSET MANAGEMENT, INC., CRD 131796
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| KARL GERT WELLNER | n/a | NEW YORK, NY | 21 | 23 | n/a | no |
| Kyle Maximilian Wellner | n/a | NEW YORK, NY | 5 | 13 | n/a | yes |
| LORENZO LYNDON LORENZOTTI | n/a | NEW YORK, NY | 5 | 15 | n/a | yes |
| JOANNE NMN ZERILLO | n/a | NEW YORK, NY | 5 | 33 | n/a | yes |
| THORNE LEWIS PERKIN | n/a | NEW YORK, NY | 5 | 26 | n/a | yes |
| DONIK SARKIS ARABYAN | n/a | NEW YORK, NY | 5 | 10 | n/a | no |
| ANASTASIOS ADAM | n/a | NEW YORK, NY | 5 | 23 | n/a | yes |
| NICOLAS ELIAS SITINAS | n/a | NEW YORK, NY | 4 | 28 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PW NORDIC TECHNOLOGY AND INNOVATION FUND, LP | Other Private Fund | $25.6M | Dec 9, 2024 | 28 | Jan 12, 2022 | reported | 021-1858358 |
| PW PORTFOLIO LLC | Other Private Fund | $11.9M | Dec 9, 2024 | 26 | Mar 28, 2012 | reported | 021-141178 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LYONS, BRYON, HAROLD | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2024 | Aug 30, 2024 | Dec 9, 2024 |
| PERKIN, THORNE, LEWIS | President | Na | yes | 01/2014 | Jan 9, 2014 | Dec 9, 2024 |
| WELLNER, KARL, GERT | CHAIRMAN, CEO, DIRECTOR, SOLE SHAREHOLDER | E | yes | 03/2003 | Mar 28, 2012 | Dec 9, 2024 |
| RUTITSKIY, DMITRIY, NMN | CHIEF FINANCIAL OFFICER | Na | no | 05/2022 | Jun 3, 2022 | Dec 9, 2024 |
| ZERILLO, JOANNE, NMN | VICE PRESIDENT | Na | no | 03/2021 | Mar 31, 2021 | Dec 9, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| INDEPENDENT BROKERAGE SOLUTIONS LLC | n/a | n/a | n/a | N | yes | n/a |
| PAPAMARKOU WELLNER & CO., INC. | n/a | n/a | n/a | N | yes | n/a |
| PAPAMARKOU WELLNER MANAGEMENT LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| PALM BEACH | FL | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $358M | $245M | 11 | 11 | 1 | 1 | n/a |
| 2024 | Mar 31, 2025 | $357M | $237M | 11 | 11 | 1 | 2 | n/a |
| 2023 | Mar 31, 2024 | $332M | $202M | 10 | 9 | 1 | 2 | $37.5M |
| 2022 | Mar 31, 2023 | $292M | $168M | 10 | 8 | 1 | 2 | $33.9M |
| 2021 | Apr 1, 2022 | $408M | $235M | 10 | 8 | 1 | 2 | $49.9M |
| 2020 | Mar 31, 2021 | $347M | $166M | 10 | 8 | 0 | 1 | $12.5M |
| 2019 | Mar 30, 2020 | $305M | $132M | 9 | 7 | 0 | 1 | $12.5M |
| 2018 | Apr 1, 2019 | $262M | $105M | 9 | 7 | 0 | 1 | $11.6M |
| 2017 | Apr 2, 2018 | $284M | $116M | 9 | 7 | 0 | 1 | $15.1M |
| 2016 | Mar 31, 2017 | $217M | $67.8M | 9 | 7 | n/a | 1 | $11.3M |
| 2015 | Apr 1, 2016 | $191M | $50.5M | 9 | 7 | n/a | 1 | $11.1M |
| 2014 | Apr 1, 2015 | $210M | $162M | 9 | 7 | n/a | 1 | $9.9M |
| 2013 | Mar 31, 2014 | $149M | $8.1M | 10 | 10 | n/a | 1 | $8.1M |
| 2012 | Mar 28, 2013 | $143M | $6.2M | 9 | 9 | n/a | 1 | $5.3M |
| 2011 | Mar 28, 2012 | $130M | $5.3M | n/a | n/a | n/a | 1 | $5.3M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $358M | $357M | 0.1% | $292M | 7.0% | 11 | 11 | 1 | 1 |