Wp Global Partners LLC

WP Global Partners LLC, established in June 2013, is a registered investment adviser specializing in providing investment advisory services to pooled investment vehicles. The firm, along with its relying adviser WP Global Partners Inc., manages approximately $2.6 billion of client assets on a discretionary basis. WP Global primarily allocates assets among partnerships, investment funds, and managers, focusing on private equity, real estate, and private debt securities. The firm may also invest directly in real estate and private companies. Clients may have discretionary or non-discretionary control over their investments. WP Global charges performance-based fees and asset-based fees, with fees varying based on factors such as asset size and investment structure. The firm acts as a fiduciary and has a Code of Ethics in place to guide its employees' conduct. WP Global may receive compensation from promoters for placing investors in its funds, with disclosure provided to investors. The firm exercises investment discretion in voting client securities and has custody of client assets, subject to annual audits. Overall, WP Global's investment strategies focus on private equity, private debt, real estate, and growth companies, with a risk management approach to mitigate diversifiable risks.