CIK 1426083
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-03-31). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-03-31. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| Kamen, Justin, Bartholomew | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER | 2025-09 | <5% ·◆ |
| VAGRA, NICHOLAS, JAMES | HEAD OF ASSET MANAGEMENT, CHIEF FINANCIAL OFFICER AND AUTHORIZED PERSON | 2023-02 | <5% ·◆ |
| PERELLA WEINBERG PARTNERS CAPITAL GROUP LPentity | LIMITED PARTNER | 2019-03 | 75%+ ·◆ |
| PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT GP LLCentity | GENERAL PARTNER | 2007-03 | <5% ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2024-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| POLEMENI, MARK, ANDREW | CHIEF COMPLIANCE OFFICER, HEAD OF ASSET MANAGEMENT AND AUTHORIZED PERSON · CHIEF COMPLIANCE OFFICER AND AUTHORIZED PERSON | 2024-07 | Balyasny Asset Management L.P. |
| WEINBERG, PETER, AMORY | CHAIRMAN AND AUTHORIZED PERSON · CHIEF EXECUTIVE OFFICER AND AUTHORIZED PERSON | 2024-07 | — not seen at a tracked firm |
| BITTMAN, CHRISTOPHER, LEE | HEAD OF AGILITY AND AUTHORIZED PERSON · HEAD OF AGILITY-PWP AND AUTHORIZED PERSON · HEAD OF ASSET MANAGEMENT AND AUTHORIZED PERSON | 2024-03 | — not seen at a tracked firm |
| SHENDELMAN ESQ, VLADIMIR | GENERAL COUNSEL AND AUTHORIZED PERSON | 2023-10 | — not seen at a tracked firm |
| Ni, YunQi | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND AUTHORIZED PERSON · CHIEF OPERATING OFFICER AND AUTHORIZED PERSON | 2022-03 | — not seen at a tracked firm |
| PERELLA, JOSEPH, ROBERT | CHAIRMAN AND AUTHORIZED PERSON · CHIEF EXECUTIVE OFFICER AND AUTHORIZED PERSON | 2019-02 | — not seen at a tracked firm |
| HOOD, AARON, FREDERICK | HEAD OF ASSET MANAGEMENT AND AUTHORIZED PERSON · CO-HEAD OF ASSET MANAGEMENT AND AUTHORIZED PERSON · CHIEF FINANCIAL OFFICER AND AUTHORIZED PERSON | 2019-02 | — not seen at a tracked firm |
| STEEL, ROBERT, KING | CHIEF EXECUTIVE OFFICER AND AUTHORIZED PERSON | 2019-02 | — not seen at a tracked firm |
| PRUNER, ALEXANDRA, GARBERS | CHIEF FINANCIAL OFFICER AND AUTHORIZED PERSON | 2018-08 | — not seen at a tracked firm |
| ABDEL-MEGUID, TAREK, FAHMY | CO-HEAD OF ASSET MANAGEMENT AND AUTHORIZED PERSON · AUTHORIZED PERSON | 2018-05 | — not seen at a tracked firm |
| SIEGEL, ANDREW, NEAL | CHIEF COMPLIANCE OFFICER AND AUTHORIZED PERSON · GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 2017-09 | — not seen at a tracked firm |
| KOURAKOS, WILLIAM | AUTHORIZED PERSON | 2016-03 | — not seen at a tracked firm |
| HAAS, SANDRA, MATTHEWS | AUTHORIZED PERSON | 2014-03 | — not seen at a tracked firm |
| JOHNSON, WILLIAM, WESCOTT | AUTHORIZED PERSON | 2012-04 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
