Papamarkou Wellner Asset Management, Inc.
● SEC registered since 2004CRD 131796SEC# 801-63317New York, NY
Ranks #4,352 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$357.5M
Fund GAV
$14.2M
Private funds
1
Employees
11
Accounts
108
Location
New York, NY
Papamarkou Wellner Asset Management, Inc. assets under management
Papamarkou Wellner Asset Management, Inc. is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2004. It reports $357.5 million in regulatory assets under management and employs 11 people. Papamarkou Wellner Asset Management, Inc. manages 1 private fund with combined gross assets of $14.2 million, including Pw Portfolio LLC. By regulatory assets, it ranks 4,352 of 6,004 private fund managers.
Papamarkou Wellner Asset Management, Inc. private funds
1 funds · $14.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Pw Portfolio LLC | Other Private | $14.2M | $100K |
Papamarkou Wellner Asset Management, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryon Harold Lyons Control | Chief Compliance Officer | Under 5% | 2024 |
| Dmitriy Nmn Rutitskiy | Chief Financial Officer | Under 5% | 2022 |
| Joanne Nmn Zerillo Control | Executive Vice President | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Papamarkou Wellner Asset Management, Inc. manage?
Papamarkou Wellner Asset Management, Inc. reports $357.5 million in regulatory assets under management on its Form ADV.
How many private funds does Papamarkou Wellner Asset Management, Inc. manage?
Papamarkou Wellner Asset Management, Inc. manages 1 private funds with combined gross assets of $14.2 million.
How many employees does Papamarkou Wellner Asset Management, Inc. have?
Papamarkou Wellner Asset Management, Inc. reports 11 employees.
Where is Papamarkou Wellner Asset Management, Inc. located?
Papamarkou Wellner Asset Management, Inc. is based in New York, NY and has been SEC-registered since 2004.
Does Papamarkou Wellner Asset Management, Inc. disclose fund performance?
Papamarkou Wellner Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 430 Park Avenue, 17th Floor, New York, NY 10022 |
| Phone | 212-223-2020 |
| Fax | 212-758-9804 |
| Office hours | 9:00a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$357.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
AUM vs fund managersTop 72%
Larger than 28% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$357.5Mregulatory AUM
Discretionary $245.3MNon-discretionary $112.2M