9AT: WP GLOBAL PARTNERS LLC

other names

WP GLOBAL PARTNERS LLC
RANIERI RESIDENTIAL INVESTMENT ADVISORS LLC
WPGP EQUITY PARTNERS LLC
WP SCF SELECT SERVICES GP, LLC
WP SCF EXPLORER GP, LLC
WP RR GP, LLC
WP REAL ESTATE GP LLC
WP REAL ESTATE GP II LLC
WP PRIVATE EQUITY GP, LLC
WP PRIVATE DEBT PARTNERSHIP GP III LLC
WP PRIVATE DEBT CO-INVESTMENT GP III LLC
WP NRP SERVICES GP, LLC
WP NORTH AMERICA PRIVATE EQUITY GP, LLC
WP NORTH AMERICA PRIVATE EQUITY GP II, LLC
WP MEZZANINE II GP LLC
WP MEZZANINE GP LLC
WP MANAGING MEMBER, LLC
WP GLOBAL-GERMANY PRIVATE EQUITY GP, LLC
WP GLOBAL PARTNERS INC. (RELYING ADVISER)
WP GLOBAL PARTNERS INC.
WP GLOBAL PARTNERS GMBH (RELYING ADVISER)
WP GLOBAL FOOD WATER AND AGRICULTURAL FUND GP, LLC
WP COREALPHA PARTNERSHIP GP IV, LLC
WP COREALPHA II GP, LLC
WP COREALPHA CO-INVESTMENT GP IV, LLC
WP CORE ALPHA III GP, LLC

Adviser Profile

As of Date	01/27/2026
Registration	SEC, Approved, 05/26/2005
ADV Location	CHICAGO, IL, United States
Contact Info	312 xxxxxxx
Websites

AUM^*	3,143,148,745 -11%
of that, discretionary	2,627,638,845 -11%
Private Fund GAV^*	3,143,148,745
Avg Account Size	58,206,458 -1%
SMA’s	No
Private Funds	64 1

Adviser Type

- Large advisory firm

Number of Employees 30 -6%

of those in investment advisory functions 14

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

SEC Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count53	GAV$3,128,272,494
Fund TypeReal Estate Fund	Count6	GAV$
Fund TypeVenture Capital Fund	Count1	GAV$
Fund TypeOther Private Fund	Count4	GAV$14,876,251

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PORTFOLIO ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund21.0b	Real Estate Fund782.9m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund492.4m	Total Private Fund GAV22.3b	AUM44.7b	#Funds126
Adviser CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund24.2b	Real Estate Fund425.7m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund798.7m	Total Private Fund GAV25.4b	AUM59.0b	#Funds188
Adviser LCN CAPITAL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.2b	Real Estate Fund789.4m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV5.0b	AUM5.4b	#Funds31
Adviser GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM47.9b	#Funds-
Adviser CLSA CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund484.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV484.7m	AUM-	#Funds13
Adviser ROUNDSHIELD PARTNERS LLP	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.2b	Real Estate Fund462.8m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.6b	AUM-	#Funds29
Adviser PEPPERTREE CAPITAL MANAGEMENT INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM7.6b	#Funds-
Adviser TRIVE CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund5.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund35.6m	Total Private Fund GAV5.6b	AUM8.6b	#Funds19
Adviser PATRIA INVESTIMENTOS LTDA	Hedge Fund-	Liquidity Fund-	Private Equity Fund12.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund228.2m	Total Private Fund GAV12.5b	AUM-	#Funds31
Adviser HGGC, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund7.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV7.0b	AUM7.0b	#Funds34

Brochure Summary

Overview

WP Global Partners LLC is a registered investment adviser organized as a limited liability corporation that has been in business since June 2013. The Firm was previously registered as WP Global Partners Inc., which is now the Relying Adviser of WP Global Partners LLC. WP Global Partners Inc. registered with the SEC in July 2005. The principal owners are WP Management LLC and WPGP Equity Partners LLC. WP Global Partners LLC provides the investment advisory services described in this brochure together with a second registered investment adviser, WP Global Partners Inc., also known as the “Relying Adviser.” The Relying Adviser shares advisory and management personnel with WP Global Partners LLC, all of whom are subject to WP Global’s compliance policies and procedures. WP Global conducts a single advisory business with the Relying Adviser. WP Global Partners LLC and the Relying Adviser are sometimes referred to herein collectively as “we” or “us” or simply “WP Global.” WP Global provides investment advisory services and portfolio management for pooled investment vehicles in which pension and profit-sharing plans, corporations and other business entities, and non-U.S. government entities or agencies, and high net worth individuals invest. We act on a discretionary or non-discretionary basis to these pooled investment vehicles. We

allocate the assets of our managed funds primarily: (i) among a group of partnerships, investment funds, and managers (“funds of funds” strategies) which invest principally in, though are not limited to, private equity, real estate, and mezzanine and other private debt securities; and (ii) to a lesser extent, directly in real estate and private companies, generally in the form of co-investments alongside the pooled investment vehicles. Before a private und (“fund” or “funds”) is offered to investors, the Chief Investment Officer determines the fund’s investment objectives and investment strategy, all of which are disclosed in the private placement memorandum prepared for prospective investors. Prior to making an investment, prospective investors generally meet with members of the Investor Relations and Investment teams to review the fund’s strategy and other relevant information related to the fund, including the fund’s subscription agreement. In addition, the Firm manages assets for single investor vehicles, each single investor vehicle has its own investment objectives, which may limit or restrict the types of securities in which the account invests. As of December 31, 2023, WP Global managed approximately $2,948,322,132 of client assets on a discretionary basis and $575,032,452 of assets on a non- discretionary basis.

WP GLOBAL PARTNERS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

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Brochure Summary

Overview