Overview
WP Global Partners LLC is a registered investment adviser organized as a limited
liability corporation that has been in business since June 2013. The Firm was
previously registered as WP Global Partners Inc., which is now the Relying
Adviser of WP Global Partners LLC. WP Global Partners Inc. registered with the
SEC in July 2005. The principal owners are WP Management LLC and WPGP
Equity Partners LLC.
WP Global Partners LLC provides the investment advisory services described in this
brochure together with a second registered investment adviser, WP Global Partners
Inc., also known as the “Relying Adviser.” The Relying Adviser shares advisory and
management personnel with WP Global Partners LLC, all of whom are subject to WP
Global’s compliance policies and procedures. WP Global conducts a single advisory
business with the Relying Adviser. WP Global Partners LLC and the Relying Adviser
are sometimes referred to herein collectively as “we” or “us” or simply “WP Global.”
WP Global provides investment advisory services and portfolio management for
pooled investment vehicles in which pension and profit-sharing plans, corporations
and other business entities, and non-U.S. government entities or agencies, and high
net worth individuals invest. We act on a discretionary or non-discretionary basis
to these pooled investment vehicles. We
allocate the assets of our managed funds
primarily: (i) among a group of partnerships, investment funds, and managers
(“funds of funds” strategies) which invest principally in, though are not limited to,
private equity, real estate, and mezzanine and other private debt securities; and (ii)
to a lesser extent, directly in real estate and private companies, generally in the form
of co-investments alongside the pooled investment vehicles.
Before a private und (“fund” or “funds”) is offered to investors, the Chief Investment
Officer determines the fund’s investment objectives and investment strategy, all of
which are disclosed in the private placement memorandum prepared for
prospective investors. Prior to making an investment, prospective investors
generally meet with members of the Investor Relations and Investment teams to
review the fund’s strategy and other relevant information related to the fund,
including the fund’s subscription agreement.
In addition, the Firm manages assets for single investor vehicles, each single
investor vehicle has its own investment objectives, which may limit or restrict the
types of securities in which the account invests.
As of December 31, 2023, WP Global managed approximately $2,948,322,132 of
client assets on a discretionary basis and $575,032,452 of assets on a non-
discretionary basis.