Weiss, Peck & Greer, L.L.C. (New York)


Weiss, Peck & Greer, L.L.C. is a large advisory firm based in New York. It manages $11.23 billion of regulatory assets for 2,481 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 42 other states.

Weiss, Peck & Greer, L.L.C provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Weiss, Peck & Greer, L.L.C: assets under management

The assets under management (AUM) of Weiss, Peck & Greer, L.L.C. is $11.23 billion. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.83 billion in discretionary accounts and $398 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.34 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $336.43 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Weiss, Peck & Greer, L.L.C. for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Weiss, Peck & Greer, L.L.C.

Athanassios Michas has been acting as President since 1 Mar 2001. George H Iii Boyd joined the executive team most recently as the Senior Managing Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Gery Arthur Mj Daeninck Member, managing board 1 Sep 1998 Other 3114539
Pieter Korteweg Member, managing board 1 Sep 1998 Other 3115909
Philip Greer Member, executive committee & managing board 1 Sep 1998 Other 229347
Roger James Weiss Member, executive committee 1 Sep 1998 Other 462484
Gill Cogan Member, executive committee & managing board 1 Sep 1998 Other 2451327
Ronald Monroe Hoffner Member, executive committee 1 Sep 1998 Other 1989324
Cornelis Theodorus Leonardus Korthout Member, executive committee 1 Sep 1998 Other 3114544
Wesley Warren Lang Member, executive committee 1 Sep 1998 Other 1766272
Haakan Sub L.P. Member 1 Sep 1998 Other 13-4022264
Mulco Sub L.P. Member 1 Sep 1998 Other 13-4022263
Jacob Vanduijin Member, managing board 1 Sep 1998 Other 3114534
Stephen Henry Weiss Ceo, member, executive committee & managing director 1 Jan 2000 Other 462505
Mitchell Edward Cantor Terminated 1 Jan 2000 Other 1272456
Michael Evar Singer Chief legal officer 1 Jan 2000 Other 2536117
Michael Evan Singer Chief legal officer 1 Jan 2000 Other 2536117
Robert Anthony Jr Kloby Chief compliance officer 1 Mar 2000 Other 1299725
Reinier Van Gerrevink Member, executive committee 1 Jan 2001 Other 4366399
Rabobank Netherlands Owner 1 Feb 2001 75% - 100%
Stephen Henry Weiss Member, executive committee & managing director 1 Mar 2001 Other 462505
Athanassios Michas Ceo/president 1 Mar 2001 Other 333620
George H Iii Boyd Senior managing director 1 Jan 2002 Other 1475233

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mulco Holding B.V. Owner 1 Sep 1998 75% - 100% foreign
Haaken B.V. Owner 1 Sep 1998 75% - 100% foreign
Robeco Group N.V. Owner 1 Sep 1998 75% - 100% foreign
Robeco Nederland Bv Owner 1 Sep 1998 75% - 100% foreign
Debary Asset Management Bv Owner 1 Sep 1998 75% - 100% foreign
Rabobank Nederland 50% owner 1 Sep 1998 50% - 75%
Robeco Groep N.V. Owner 1 Sep 1998 75% - 100% foreign
Rabobank Nederland 100% owner 1 Feb 2001 75% - 100%

Based in New York

The principal office where Weiss, Peck & Greer, L.L.C. performs its advisory services is located at One New York Plaza, New York, NY 10004, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-908-9500 or by fax 212-908-0195. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.wpginvest.com.

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