PAPAMARKOU WELLNER ASSET MANAGEMENT, INC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 131796). Regulatory assets under management: $357.5M.
Compensation: % of AUM, Performance, Other.
Clients served: High net worth, Charities, Corporations, Investment cos, Other.
| 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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| PW PORTFOLIO LLC | Other Private Fund | Delaware | 10 | $14.2M | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| PALM BEACH | FL | 1 | 561-249-6129 |
| PALM BEACH | FL | 1 | 561-249-6129 |