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

Name: Weiss, Peck & Greer, L.L.C.
Address: One New York Plaza, New York, NY, 10004
Telephone: 212-908-9500

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. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. 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.