# PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.

PAPAMARKOU WELLNER ASSET MANAGEMENT, INC. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 131796
- Type: SEC-registered investment adviser
- SEC file number: 801-63317
- Location: 430 PARK AVENUE, 17TH FLOOR, NEW YORK, NY, 10022
- Phone: 212-223-2020
- Latest filing: 2026-03-31
- Regulatory AUM: $357.5M
- Discretionary AUM: $245.3M
- Non-discretionary AUM: $112.2M
- Clients: 11
- Accounts: 108

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: High net worth, Charities, Corporations, Investment cos, Other

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Dmitriy Nmn Rutitskiy | CHIEF FINANCIAL OFFICER | — |
| Karl Gert Wellner | CHAIRMAN, CEO, DIRECTOR, SOLE SHAREHOLDER | — |
| Thorne Lewis Perkin | PRESIDENT | — |
| Joanne Nmn Zerillo | EXECUTIVE VICE PRESIDENT | — |
| Bryon Harold Lyons | CHIEF COMPLIANCE OFFICER | — |
| GEORGES JOHN A | DIRECTOR; DIRECTOR; TRUSTEE OF THE TRUST UNDER THE WILL OF ALEXANDER P. PAPAMARKOU | — |
| WELLNER KARL GERT | CHAIRMAN, CEO; CHAIRMAN, CEO,  CHIEF COMPLIANCE OFFICER; CHAIRMAN, CEO, DIRECTOR, SOLE SHAREHOLDER (+4 more) | — |
| DANIELS SCOTT DAVID | CHIEF FINANCIAL OFFICER | — |
| JAHARIS MICHAEL | DIRECTOR; EXECUTOR OF THE ESTATE OF ALEXANDER P. PAPAMARKOU; DIRECTOR; TRUSTEE OF THE TRUST UNDER THE WILL OF ALEXANDER P. PAPAMARKOU | — |
| JEWELL LISA PAPAMARKOU | DIRECTOR; EXECUTOR OF THE ESTATE OF ALEXANDER P. PAPAMARKOU; DIRECTOR; TRUSTEE OF THE TRUST UNDER THE WILL OF ALEXANDER P. PAPAMARKOU | — |
| PERKIN THORNE LEWIS | PRESIDENT | — |
| RUTITSKIY DMITRIY NMN | CHIEF FINANCIAL OFFICER | — |
| LYONS BRYON HAROLD | CHIEF COMPLIANCE OFFICER | — |
| ZERILLO JOANNE | CCO | — |
| ZERILLO JOANNE NMN | CCO; VICE PRESIDENT | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PW PORTFOLIO LLC | Other Private Fund | Delaware | 10 | $14.2M | $100K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PALM BEACH | FL | 1 | 561-249-6129 |
| PALM BEACH | FL | 1 | 561-249-6129 |


## Fund service providers (1)

- administrator: UMB FUND SERVICES

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131796/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131796/similar
- Related entities: https://search.stillhousedata.com/firm/131796/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131796

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.