Wr Capital Management L.P. (Stamford)

Wr Capital Management L.P. is a large advisory firm based in Stamford. It manages $75 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Connecticut.

Wr Capital Management provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wr Capital Management: assets under management

The assets under management (AUM) of Wr Capital Management L.P. is $75 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wr Capital Management L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wr Capital Management L.P.

Edward Mitchell Feigeles joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Walter Francis Raquet	Chief executive officer	1 Feb 2004	75% - 100%	1036266
Jonathon Ward Packard	Executive vice president	1 Feb 2004	Other	2651604
Wr Capital Management Llc	General partner	1 Feb 2004	Other	20-0779238
Michael Thomas Dorsey	Senior vice president & general counsel	1 Jun 2004	Other	2560077
John Paul Cunningham	Executive vice president	1 Oct 2004	Other	2090213
Scott Randall Grodnick	Chief compliance officer	1 Apr 2005	Other	1343731
Ramesh Sriram Akella	Executive vice president	1 May 2005	Other	4975949
Edward Mitchell Feigeles	Executive vice president	1 Sep 2005	Other	1207008
James Michael Burke	Cco, vice president and controller	1 Sep 2005	Other	1746801

Based in Stamford

The principal office where Wr Capital Management L.P. performs its advisory services is located at 40 Signal Road, Stamford, CT 06902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.