Papamarkou Wellner Asset Management, Inc.
● SEC registered since 2004CRD 131796SEC# 801-63317New York, NY
Ranks #4,344 of 5,974 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
About Papamarkou Wellner Asset Management
Papamarkou Wellner Perkin is a global independent multi-family office providing bespoke investment management and merchant banking solutions. It serves high-net-worth individuals, family offices, endowments, and foundations across investment management, private placements, and mergers and acquisitions.
Summary based on the firm’s website.
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 4,344 of 5,974 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 |
| Karl Gert Wellner Control | Chairman, Ceo, Director, Sole Shareholder | Over 75% | 2003 |
| Thorne Lewis Perkin Control | President | Under 5% | 2014 |
Frequently 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, monthlySep '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,369 advisers
AUM vs fund managersTop 73%
Larger than 27% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 38%
More than 62% of 16,804 advisers
Assets under management
$357.5Mregulatory AUM
Discretionary $245.3MNon-discretionary $112.2M