Wrh Partners Global Securities LP (Stuart)

Wrh Partners Global Securities LP is an adviser based in Stuart. It manages $272.5 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and New Jersey.

Wrh Partners Global Securities provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wrh Partners Global Securities: assets under management

The assets under management (AUM) of Wrh Partners Global Securities LP is $272.5 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $272.5 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.5 thousand each.

Investments

The firm invests in cash and cash equivalents the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wrh Partners Global Securities 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.

What kind of clients Wrh Partners Global Securities serves?

The only and largest group of clients of Wrh Partners Global Securities is corporations or other businesses with 1 clients and $272.5 thousand of assets under management. Among the 3 most similar advisory firms, Wrh Partners Global Securities has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $272.5 thousand for 1 clients. None of the firm’s clients are foreign persons or businesses.

Wrh Partners Global Securities doesn't advise any private funds.

Careers at Wrh Partners Global Securities LP

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Wrh Partners Global Securities LP is owned by Christopher Wallendal. William Robert Huff has served as the Chief Investment Officer since 1 May 1998. Cathy Jane Markey joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cathy Jane Markey	Owner, on the green, l.l.c.	1 Jun 1994	Other	1530567
Wrh Partners Global Securities Lp	General partner	1 Jan 1998	Other	109044
William Robert Huff	Chief investment officer	1 May 1998	25% - 50%	852871
Inc. Wrh Partners Global Securities	General partner	1 May 1998	Other	22-3642075
Christopher Wallendal	Owner	1 May 1998	Other	4364995
David Roger Rentschler	Owner	1 May 1998	Other	1509056
William Connors	Owner	1 Jan 2003	Other	4364478
Edward Thomas Dartley	Counsel, chief compliance officer	1 Oct 2004	Other	4938429
Wrh Partners Global Securities Lp	Owner, on the green, l.l.c.	1 Aug 2005	75% - 100%	109044
Peter C Bentz	Owner, on the green, l.l.c.	1 Jan 2007	Other	5316553
William Ronald Polye	Owner, on the green	1 Jan 2007	Other	5655458
Bryan Elliot Bloom	Owner	1 Jan 2007	Other	4364479
L.P. Jjwa Asset Partners	Owner, wrh partners global securities, l.p.	1 Dec 2008	Other	22-3358995
Derek Godwin	Owner	1 Jan 2009	Other	5775034
Scott Andrew Giles	Chief compliance officer	1 Dec 2012	Other	4460979
L.P. The Huff Flp	Owner, on the green, l.l.c.	1 Jan 2013	Other	22-3315624
Brian J Glenn	Owner, on the green	1 Jan 2014	Other	4815067
Cathy Jane Markey	Chief compliance officer	1 Jun 2015	Other	1530567

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Markey Corp	Owner	1 Jun 1994	Other	22-3315623
Wrh Asset Holding Corp.	Owner	1 Jul 1996	Other	22-3473600
The Huff Family Trust	Owner	1 Jul 1996	75% - 100%	22-3473600
Cathy Jane Markey	Owner	1 Jul 1996	75% - 100%	1530567
Bryan Elliot Bloom	Trustee	1 Jul 1996	Other	4364479

Based in Stuart

The principal office where Wrh Partners Global Securities LP performs its advisory services is located at 2100 S.E. Ocean Boulevard, Stuart, FL 34996, which is also the mailing address of the firm. An additional office of the firm is in Morristown, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 772-210-5871. The normal business hours are 9:00a.m. - 5:00p.m. on Monday - Friday.