Wrh Partners Global Securities LP is an adviser based in Stuart. It manages $272.5 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and New Jersey.
Wrh Partners Global Securities provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wrh Partners Global Securities LP is $272.5 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wrh Partners Global Securities LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Wrh Partners Global Securities is corporations or other businesses with 1 clients and $272.5 thousand of assets under management. Among the 3 most similar advisory firms, Wrh Partners Global Securities has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $272.5 thousand for 1 clients. None of the firm’s clients are foreign persons or businesses.
Wrh Partners Global Securities doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Wrh Partners Global Securities LP is owned by Christopher Wallendal. William Robert Huff has served as the Chief Investment Officer since 1 May 1998. Cathy Jane Markey joined the executive team most recently as the Chief Compliance Officer.
The principal office where Wrh Partners Global Securities LP performs its advisory services is located at 2100 S.E. Ocean Boulevard, Stuart, FL 34996, which is also the mailing address of the firm. An additional office of the firm is in Morristown, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 772-210-5871. The normal business hours are 9:00a.m. - 5:00p.m. on Monday - Friday.