Wr Platform Advisors LP (Stamford)


Wr Platform Advisors LP is a large advisory firm based in Stamford. It manages $247.2 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Connecticut.

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Wr Platform Advisors provides market timing 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 Platform Advisors: assets under management

The assets under management (AUM) of Wr Platform Advisors LP is $247.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $247.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.54 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wr Platform Advisors LP for their services and products based on a percentage of assets under management 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 Wr Platform Advisors LP

Walter Francis Raquet has been acting as President since 1 Jun 2004. Duff & Phelps Corporation joined the executive team most recently as the Owner.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Walter Francis Raquet Chairman 1 Jun 2004 Other 1036266
Andrew Burke Weisman Chief executive officer 1 Apr 2008 Other 1613011
Sandeep A Patel Director of portfolio analytics 1 Jul 2008 Other 4782379
Sandeep Anubhai Patel Director of portfolio analytics 1 Jul 2008 Other 4782379
Larry Jon Kassman Chief financial officer 1 Jul 2009 Other 1998921
Donal Stephen Carville Chief technology officer 1 Jul 2009 Other 4304555
Wr Platform Advisors Gp Llc General partner 1 Jul 2009 Other 80-0441987
Lp Wr Group Holdings Limited partner 1 Jul 2009 75% - 100% 27-2435936
Wr Managed Accounts Llc Limited partner 1 Jul 2009 75% - 100% 27-2435936
Christopher Lewis Chief compliance officer 1 Oct 2009 Other 5649265
Christopher Hardy Lewis Chief compliance officer 1 Oct 2009 Other 5649265
Monique Louise Miller Chief operating officer 1 Feb 2010 Other 1535214
John Paul Cunningham Partner 1 Feb 2010 Other 2090213
Judith S Morse Legal director 1 Mar 2010 Other 2997315
Judith Sian Morse Legal director 1 Mar 2010 Other 2997315
Judith Sian Morse Chief legal officer 1 Oct 2010 Other 2997315
William Joseph Mcnamara Chief financial officer 1 Nov 2010 Other 2771411

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Paul Cunningham Partner 1 Aug 2004 Other 2090213
Monique Louise Miller Partner 1 Jul 2008 Other 1535214
Duff & Phelps Corporation Owner 1 Feb 2011 Other 20-8893559
Vontobel Group Owner 1 Feb 2011 Other foreign
Rodger Odell Riney Owner 1 Feb 2011 Other 376936
Douglas Joseph Von Allmen Owner 1 Feb 2011 Other 1221613

Based in Stamford

The principal office where Wr Platform Advisors LP performs its advisory services is located at 48 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.

You can reach the main office by calling the phone number 203-504-5080 or by fax 203-504-5081. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at www.wrgroupholdings.com.