Perella Weinberg Partners
Perella Weinberg Partners (Nasdaq: PWP) is a global independent advisory firm providing strategic and financial advice to corporations, financial sponsors, investors, creditor committees, entrepreneurs and government institutions. Its services include mergers and acquisitions execution, shareholder engagement,… From the company’s description.
Over the twelve months to Sep 30, 2026, Perella Weinberg Partners reported revenue of $775.98M, up 2.5% from a year earlier, and net income of $42.67M. Its pre-tax margin was 5.9%. In fiscal 2025, it reported revenue of $750.90M, down 14.5% from fiscal 2024, and net income of $48.00M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Perella Weinberg Partners does
In the company’s own words
Perella Weinberg Partners (Nasdaq: PWP) is a global independent advisory firm providing strategic and financial advice to corporations, financial sponsors, investors, creditor committees, entrepreneurs and government institutions. Its services include mergers and acquisitions execution, shareholder engagement, restructuring and liability management, capital markets advice, private funds advisory, private capital placement, and specialized underwriting and research, primarily for energy-related industries. The firm serves clients across Consumer & Retail, Energy & Energy Transition, Financial Services & FinTech, Healthcare, Industrials & Infrastructure, and Technology, Telecom & Media. It operates as one advisory business through PWP OpCo and its subsidiaries, with offices in the United States, Canada, the United Kingdom, France and Germany. Founded in 2006 by advisory partners from global investment banks, the company completed a business combination in 2021 and operates through an umbrella partnership C-corporation structure. For fiscal 2025, revenue was $750.9 million; at year-end, it had 736 employees, including 549 advisory professionals, and operated 12 offices. Its website is https://pwpartners.com/.
Company details
- Sector
- Financials
- Industry (SIC)
- Finance Services
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 1777835
- SIC
- 6199
Financial performance, year by year
Fiscal 2020–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Perella Weinberg Partners — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Perella Weinberg Partners’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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