WP GLOBAL PARTNERS LLC
Adviser information for WP GLOBAL PARTNERS LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 32 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 56 | $2.9B |
| Non-Discretionary | 4 | $575.0M |
| Total | 60 | $3.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 60 | $3.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 47 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based feesFEES BASED ON CAPITAL COMMITMENTS |
Principal Office
155 N. WACKER DRIVESUITE 4400
CHICAGO
IL
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 312-277-1300, Fax: 312-277-2011
Chief Compliance Officer
LISA ANN WALKER
155 N. WACKER DR.
SUITE 4400
CHICAGO
IL
United States
Tel:
332-262-4992
Fax:
312-277-2011
L**********@************M
(Full email address available in API data)
Regulatory Contact
CELIA A. CHAPMAN
SENIOR ADVISOR
16133 VENTURA BOULEVARD
SUITE 1200
LOS ANGELES
CA
United States
Tel:
312.277.2032
Fax:
312-277-2011
C**@*******************M
(Full email address available in API data)
Industry Affiliates
| WP CORE ALPHA III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP COREALPHA CO-INVESTMENT GP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP COREALPHA CO-INVESTMENT GP V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP COREALPHA GP VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP COREALPHA GP VII LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP COREALPHA II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP COREALPHA PARTNERSHIP GP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP COREALPHA PARTNERSHIP GP V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP EXPLORER 3 GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP GLOBAL FOOD WATER AND AGRICULTURAL FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP GLOBAL PARTNERS GMBH | Other investment adviser, including financial planners |
| WP GLOBAL PARTNERS INC. | Other investment adviser, including financial planners |
| WP GLOBAL SCF GP A, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP GLOBAL-GERMANY PRIVATE EQUITY GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP INNOVATIVE PARTNERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP MANAGING MEMBER, LLC | Sponsor or syndicator of limited partnerships |
| WP MEZZANINE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP MEZZANINE II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP NORTH AMERICA PRIVATE EQUITY GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP NORTH AMERICA PRIVATE EQUITY GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP NRP SERVICES GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP PRIVATE DEBT CO-INVESTMENT GP III LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP PRIVATE DEBT PARTNERSHIP GP III LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP PRIVATE EQUITY GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP REAL ESTATE GP II LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP REAL ESTATE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP RR GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP SCF EXPLORER GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP SCF EXPLORER II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP SCF FOLLOW-ON GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP SCF NR II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP SCF SELECT II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WP SCF SELECT SERVICES GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CORE IV AIV INVESTORS, LLC | Private Equity Fund | $9.6M | $0.5M | 3 |
| COREALPHA PRIVATE EQUITY PARTNERS CO-INVESTMENT FUND IV, L.P | Private Equity Fund | $47.1M | $1.0M | 16 |
| COREALPHA PRIVATE EQUITY PARTNERS CO-INVESTMENT FUND V, L.P. | Private Equity Fund | $191.3M | $0.1M | 38 |
| COREALPHA PRIVATE EQUITY PARTNERS PARTNERSHIP FUND IV, L.P | Private Equity Fund | $99.8M | $5.0M | 15 |
| COREALPHA PRIVATE EQUITY PARTNERS PARTNERSHIP FUND V, L.P. | Private Equity Fund | $215.4M | $5.0M | 11 |
| HC INNOVATIVE PARTNERS, LP | Private Equity Fund | $552.5M | $0.0M | 6 |
| USB F&F INVESTORS LLC | Private Equity Fund | $2.9M | $0.1M | 13 |
| WP COREALPHA PRIVATE EQUITY PARTNERS II, L.P. | Private Equity Fund | $37.8M | $5.0M | 16 |
| WP COREALPHA PRIVATE EQUITY PARTNERS III, L.P. | Private Equity Fund | $68.5M | $5.0M | 17 |
| WP COREALPHA VI LP | Private Equity Fund | $439.3M | $5.0M | 117 |
| WP COREALPHA VII LP | Private Equity Fund | $72.2M | $5.0M | 15 |
| WP EXPLORER 3 L.P. | Private Equity Fund | $43.2M | $5.0M | 12 |
| WP GLOBAL FOOD WATER AND AGRICULTURAL FUND, L.P. | Private Equity Fund | $19.5M | $30.0M | 1 |
| WP GLOBAL MEZZANINE CAPITAL STRATEGY (RLA) LP | Private Equity Fund | $50.2M | $10.0M | 1 |
| WP GLOBAL MEZZANINE CAPITAL STRATEGY II, L.P. | Private Equity Fund | $80.9M | $10.0M | 5 |
| WP GLOBAL MEZZANINE CAPITAL STRATEGY L.P. | Private Equity Fund | $0.0M | $50.0M | 1 |
| WP GLOBAL RR INVESTORS, L.P. | Private Equity Fund | $38.5M | $50.0M | 1 |
| WP GLOBAL SCF INVESTORS A, L.P. | Private Equity Fund | $517.1M | $100.0M | 1 |
| WP GLOBAL SELECT REAL ESTATE II LP | Real Estate Fund | $26.8M | $100.0M | 1 |
| WP GLOBAL SELECT REAL ESTATE LP | Real Estate Fund | $1.9M | $50.0M | 1 |
| WP GLOBAL-GERMANY PRIVATE EQUITY, L.P. | Private Equity Fund | $258.6M | $50.0M | 1 |
| WP NATIONAL PECAN HOLDINGS, LLC | Private Equity Fund | $9.2M | $1.0M | 2 |
| WP NATURAL RESOURCES CO-INVESTMENT FUND, L.P. | Private Equity Fund | $81.6M | $15.0M | 1 |
| WP NATURAL RESOURCES PARTNERSHIP FUND (CAYMAN), L.P. | Private Equity Fund | $22.1M | $5.0M | 1 |
| WP NORTH AMERICA PRIVATE EQUITY II, L.P. | Private Equity Fund | $189.9M | $50.0M | 2 |
| WP NORTH AMERICA PRIVATE EQUITY, L.P. | Private Equity Fund | $112.0M | $50.0M | 8 |
| WP PRIVATE DEBT CO-INVESTMENT FUND III LP | DIRECT INVESTMENTS INTO PRIVATE DEBT SECURITIES OF PRIVATE COMPANIES | $13.1M | $1.0M | 36 |
| WP PRIVATE DEBT PARTNERSHIP FUND III LP | Private Equity Fund | $28.8M | $5.0M | 35 |
| WP PRIVATE EQUITY OPPORTUNITY FUND L.P. | Private Equity Fund | $8.7M | $50.0M | 1 |
| WP SCF EXPLORER FUND, LP | Private Equity Fund | $58.2M | $15.0M | 1 |
| WP SCF EXPLORER II LP | Private Equity Fund | $16.6M | $15.0M | 1 |
| WP SCF FOLLOW-ON FUND LP | Private Equity Fund | $40.0M | $15.0M | 1 |
| WP SCF NR CO-INVEST II LP | Private Equity Fund | $12.0M | $15.0M | 1 |
| WP SCF SELECT CO-INVEST II LP | Private Equity Fund | $31.8M | $15.0M | 1 |
| WP SCF SELECT CO-INVESTMENT FUND, L.P. | Private Equity Fund | $29.4M | $15.0M | 1 |
| WP SCF SELECT PARTNERSHIP FUND (CAYMAN), L.P. | Private Equity Fund | $80.3M | $15.0M | 1 |
| WP SCF SELECT PARTNERSHIP II (CAYMAN) LP | Private Equity Fund | $16.7M | $15.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| OBERHOLTZER, GREGORY, STAUFFER | Individual | – | CHIEF INVESTMENT OFFICER/SENIOR MANAGING PARTNER | 03/2014 | < 5% |
| PHILLIPS, DONALD, WRIGHT | Individual | – | FOUNDER/CEO | 03/2014 | < 5% |
| CHAPMAN, CELIA, A. | Individual | – | SENIOR ADVISER | 07/2005 | < 5% |
| THOMPSON, LLOYD, BRYAN | Individual | – | SENIOR MANAGING PARTNER/VICE CHAIRMAN | 04/2020 | < 5% |
| BREEN, TRACI, GEARTY | Individual | – | CFO/TREASURER | 02/2014 | < 5% |
| WPGP EQUITY PARTNERS LLC | Domestic Entity | – | COMMON AND PREFERRED SHARE OWNER | 11/2015 | 25-50% |
| PHILLIPS, DONALD, WRIGHT | Individual | WPGP EQUITY PARTNERS LLC | MEMBER | 11/2015 | 25-50% |
| OBERHOLTZER, GREGORY, STAUFFER | Individual | WPGP EQUITY PARTNERS LLC | MEMBER | 11/2015 | 25-50% |
| THOMPSON, LLOYD, BRYAN | Individual | WPGP EQUITY PARTNERS LLC | MEMBER | 11/2015 | 25-50% |
| WP MANAGEMENT EQUITY LLC | Domestic Entity | – | COMMON SHARE OWNER | 04/2016 | 50-75% |
| PHILLIPS, DONALD, WRIGHT | Individual | WP MANAGEMENT EQUITY LLC | MEMBER | 04/2016 | 25-50% |
| Berry, Joseph, F | Individual | – | SENIOR MANAGING PARTNER | 01/2020 | < 5% |
| WALKER, LISA, ANN | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |