# PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP

PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 143598
- Type: SEC-registered investment adviser
- SEC file number: 801-67735
- Location: 767 FIFTH AVENUE, NEW YORK, NY, 10153
- Phone: 646-708-8643
- Latest filing: 2026-03-31
- Regulatory AUM: $238.4M
- Discretionary AUM: $238.4M
- Clients: 7
- Accounts: 9

## Business model

- Compensation: % of AUM, Performance
- Clients served: Charities, Investment cos

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Nicholas James Vagra | HEAD OF ASSET MANAGEMENT, CHIEF FINANCIAL OFFICER AND AUTHORIZED PERSON | — |
| Justin Bartholomew Kamen | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER | — |
| Mark Andrew Polemeni | CHIEF COMPLIANCE OFFICER AND AUTHORIZED PERSON | — |
| MEHRA AJAY | CHIEF COMPLIANCE OFFICER | — |
| ABDELMEGUID TAREK FAHMY | AUTHORIZED PERSON | — |
| GARCIA JULIO | CHIEF FINANCIAL OFFICER AND AUTHORIZED PERSON | — |
| KOURAKOS WILLIAM | AUTHORIZED PERSON | — |
| PELLECCHIO RALPH LEE | GENERAL COUNSEL AND AUTHORIZED PERSON; GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND AUTHORIZED PERSON | — |
| PERELLA JOSEPH ROBERT | CHAIRMAN AND AUTHORIZED PERSON; CHEIF EXECUTIVE OFFICER AND MEMBER; CHIEF EXECUTIVE OFFICER AND AUTHORIZED PERSON (+2 more) | — |
| PERKINS KATHERINE LYNN | CHIEF ADMINISTRATIVE OFFICER AND AUTHORIZED PERSON | — |
| SIEGEL ANDREW NEAL | CHIEF COMPLIANCE OFFICER AND AUTHORIZED PERSON; GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| VAGRA NICHOLAS JAMES | HEAD OF ASSET MANAGEMENT, CHIEF FINANCIAL OFFICER AND AUTHORIZED PERSON | — |
| PRUNER ALEXANDRA GARBERS | CHIEF FINANCIAL OFFICER AND AUTHORIZED PERSON | — |
| BITTMAN CHRISTOPHER LEE | HEAD OF AGILITY AND AUTHORIZED PERSON; HEAD OF AGILITY-PWP AND AUTHORIZED PERSON; HEAD OF ASSET MANAGEMENT AND AUTHORIZED PERSON | — |
| ABDEL-MEGUID TAREK FAHMY | AUTHORIZED PERSON; CO-HEAD OF ASSET MANAGEMENT AND AUTHORIZED PERSON | — |
| HOOD AARON FREDERICK | CHIEF FINANCIAL OFFICER AND AUTHORIZED PERSON; CHIEF OPERATING OFFICER; CO-HEAD OF ASSET MANAGEMENT AND AUTHORIZED PERSON (+1 more) | — |
| POLEMENI ESQ MARK ANDREW | CHIEF COMPLIANCE OFFICER AND AUTHORIZED PERSON; CHIEF COMPLIANCE OFFICER, HEAD OF ASSET MANAGEMENT AND AUTHORIZED PERSON | — |
| JOHNSON WILLIAM WESCOTT | AUTHORIZED PERSON | — |
| STEEL ROBERT KING | CHIEF EXECUTIVE OFFICER AND AUTHORIZED PERSON | — |
| SHENDELMAN VLADIMIR | GENERAL COUNSEL AND AUTHORIZED PERSON | — |
| HAAS SANDRA MATTHEWS | AUTHORIZED PERSON | — |
| Ni YunQi | CHIEF OPERATING OFFICER AND AUTHORIZED PERSON; CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND AUTHORIZED PERSON | — |
| WEINBERG PETER AMORY | CHAIRMAN AND AUTHORIZED PERSON; CHIEF EXECUTIVE OFFICER AND AUTHORIZED PERSON | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-09-29 | regulatory | PERELLA WEINBERG PARTNERS LP ("PWPLP") AND TUDOR, PICKERING, HOLT & CO. SECURITIES LLC ("TPHS") CONSENTED TO THE ENTRY OF FINDINGS PERTAINING TO VIOLATIONS OF SECTION 17(A) OF THE SECURITIES EXCHANGE ACT OF 1934 AND RULE 17A-4(B)(4) THEREUNDER FOR FAILURE TO MAINTAIN OR PRESERVE CERTAIN OFF-CHANNEL… | Final | $2.5M |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143598/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143598/similar
- Related entities: https://search.stillhousedata.com/firm/143598/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143598

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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.