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Companies / Financials / Perella Weinberg Partners
PWP

Perella Weinberg Partners

FinancialsFinance Services
Ticker PWPNEW YORK, NYFiscal year ends DecemberBook value per share $-0.45Diluted shares 101.9M

Perella Weinberg Partners Public Holding Company, Inc. (NASDAQ: PWP) operates as a leading global independent advisory firm providing strategic and financial advice to clients across multiple industry sectors and international markets. The company's website is located at https://pwpartners.com/. From the company’s description.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$750.90M
−14.5% year over year
Last 12 mo $689.25M
6.39%
+15.3 percentage points
Last 12 mo 2.84%
$48.00M
+153.7% year over year
Last 12 mo $27.95M
-27.86%
−43.2 percentage points
Last 12 mo -48.46%
Cash & financing
$34.79M
−84.4% year over year
Last 12 mo $94.30M
$30.48M
−85.3% year over year
Last 12 mo $88.10M
—
100.8M
+89.6% year over year
Last 12 mo 101.9M

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 Public Holding Company, Inc. (NASDAQ: PWP) operates as a leading global independent advisory firm providing strategic and financial advice to clients across multiple industry sectors and international markets. The company's website is located at https://pwpartners.com/.

Founded in June 2006 with offices in New York and London, Perella Weinberg Partners was established by ten seasoned advisory partners who previously held senior management positions at large global investment banks. The firm's foundational premise centers on the belief that clients increasingly seek deeply experienced, independent advisors unburdened by the conflicts inherent in large diversified financial institutions. The company operates through PWP OpCo, its operating partnership, structured as an umbrella limited partnership C-corporation.

The firm serves a diverse client base including large public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions. Primary industry focus areas include Consumer & Retail, Energy & Energy Transition, Financial Services & FinTech, Healthcare, Industrials & Infrastructure, and Technology, Telecom & Media. The company has advised over 1,500 clients on transactions across more than 55 countries.

Perella Weinberg Partners provides comprehensive advisory services spanning M&A and strategic advisory, financing and capital solutions advice with emphasis on restructuring and liability management, capital markets advisory, private funds advisory, private capital placement, and specialized underwriting and research services primarily for energy and related industries. The firm generated revenues of $750.9 million in 2025, $878.0 million in 2024, and $648.7 million in 2023.

As of December 31, 2025, the company operates from twelve offices located in five countries: the United States, Canada, the United Kingdom, France, and Germany. The firm employs 736 total employees, including 549 advisory professionals comprising 75 advisory partners and 47 advisory managing directors. The company's business model emphasizes collaborative partnership culture and integrated advisory capabilities combining deep industry insights with significant technical and transactional expertise. Approximately 41 percent of current advisory partners were promoted internally, reflecting the firm's commitment to talent development and retention.

Company details
Sector
Financials
Industry
Finance Services
Headquarters
NEW YORK, NY
Fiscal year end
December
CIK
1777835
SIC
6199

Financial performance, year by year

Fiscal 2020–2025 · USD
$-210.83M$86.14M$383.10M$680.06M$977.03M202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The 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.

Ownership

Who owns Perella Weinberg Partners — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

205
funds hold it
0 of 35
superinvestors hold it
$628.46M
held by funds, at market
46.8%
of shares held by funds

Largest fund holders · Perella Weinberg Partners’s weight in each

Fidelity Small Cap Value Fund
FCPVX · Fidelity Securities Fund
0.87%of fund net assets
0.04%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
Columbia Small Cap Growth Fund
CGOAX · COLUMBIA FUNDS SERIES TRUST I
0.84%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.04%of fund net assets

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.

Connected research

Put this business in context.

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