WEINBERG CAPITAL GROUP, INC.
Adviser information for WEINBERG CAPITAL GROUP, INC. last updated from Form ADV on March 29th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
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 | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-75924 |
|---|---|
| SEC ERA File Number | 802-75924 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163661 |
| Legal Entity Identifier | None |
Principal Office
30195 CHAGRIN BLVD.SUITE 222
PEPPER PIKE
OH
United States
Monday - Friday, 9AM-5PM
Tel: 216-503-8303, Fax: 216-503-8313
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| WCG MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FUND BLUE | Private Equity Fund | $3.6M | $0.0M | 31 |
| FUND DUCK | Private Equity Fund | $36.0M | $0.0M | 55 |
| FUND GEAR | Private Equity Fund | $14.0M | $0.0M | 30 |
| FUND LAKE | Private Equity Fund | $5.8M | $0.0M | 37 |
| FUND MITTEN | Private Equity Fund | $3.1M | $0.0M | 24 |
| FUND PROP | Private Equity Fund | $1.3M | $0.0M | 4 |
| FUND SANGAMON | Private Equity Fund | $3.7M | $0.0M | 23 |
| FUND SHAKER | Private Equity Fund | $9.6M | $0.0M | 27 |
| PRIVATE FUND - IGNITION | Private Equity Fund | $8.4M | $0.0M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WEINBERG, RONALD, E | Individual | – | MANAGING PARTNER | 09/2006 | 10-25% |
| WEINBERG, RONALD (CHIP), E | Individual | – | MANAGING PARTNER | 09/2006 | < 5% |