RIA Intel›Advisers›Illinois›WP GLOBAL PARTNERS LLC

WP GLOBAL PARTNERS LLC

Fund Manager

N·CHICAGO, IL

Data as of Jan 27, 2026 · Source: SEC Form ADV

Total AUM

$3.1B

1-Year AUM Growth

-7.3%

3-Year CAGR

-1.9%

Employees

14

Assets Under Management

Total AUM$3.1B

Discretionary AUM$2.6B

Non-Discretionary AUM$516M

Discretionary %83.6%

Total Clients54

Team

Total Employees14

Investment Advisers30

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds37

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record40

First FilingSep 22, 2005

Latest FilingJan 27, 2026

🔒 Full AUM trend chart and 40 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WP GLOBAL PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.