WP Global Partners provides global institutional clients with portfolio exposure to private equity, venture capital, and private debt investments through strategically tailored investment programs utilizing primary investment research, portfolio modeling, and three decades of private equity experience. Their objective is to achieve the highest risk adjusted return of the asset class and to fulfill our fiduciary responsibilities with the highest level of integrity.

Investment Management

WP Global Partners

WP Global Partners' headquarters in Chicago, IL, United States

The New York office serves as a pivotal hub for leadership and strategic decision-making, spearheading major initiatives.

New York

The Pasadena office focuses on strategic partnerships and nurturing talent through internships and leadership roles.

Pasadena

Donald Phillips

Allan Amico

Joseph Berry

Kerry Freeman

Bijal Shah

Traci Breen

Celia Chapman

Gregory Oberholtzer

Tom Thompson

The Leadership Team at WP Global Partners is responsible for setting the strategic direction of the firm, ensuring alignment with the company’s mission of delivering exceptional risk-adjusted returns. This team of experienced executives collaborates on investment strategy development, oversees operational performance, and upholds the highest standards of fiduciary responsibility and integrity across all client engagements. They leverage their extensive industry expertise to navigate market dynamics and drive overall growth for the firm and its institutional clients.

Leadership Team

This department manages financial record keeping, taxation, and reporting for funds.

Accounting Services

This department provides assistance and solutions to customers' inquiries and issues.

Customer Support

This department provides strategic direction and oversight for the organization, ensuring alignment between various functions and overall business goals.

Executive Leadership

This department oversees tax planning, compliance, and strategy to optimize the organization's tax position.

Tax Management

This department oversees regulatory compliance and ensures adherence to laws and policies within the organization.

WP Global Partners

Org chart

Teams

Leadership Team

Accounting Services

Customer Support

Executive Leadership

Tax Management

Compliance Division

Offices

WP Global Partners

Org chart

Teams

Leadership Team

Accounting Services

Customer Support

Executive Leadership

Tax Management

Compliance Division

Offices

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