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- Custodian
- BNY Mellon · Pershing · Wilmington Trust
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 07-21-2004
- Office Locations
- 1
Office Locations
About Papamarkou Wellner Perkin Advisors
Papamarkou Wellner Perkin (PWP) is a New York-based independent multi-family office (founded 1982, also in Palm Beach) providing bespoke investment management and merchant banking advice to high-net-worth individuals, family offices, endowments and foundations. The firm supports private placements/capital introductions and M&A, and leverages a global network of 200+ family office relationships to source differentiated private equity, boutique hedge funds, co-investments, venture and direct deals.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KARL GERT WELLNER
Chairman, Chief Executive Officer, DIRECTOR
- CRD
- #4640763
- Ownership
- 75% or more
BRYON HAROLD LYONS
Chief Compliance Officer, Consultant
- CRD
- #2798054
- Ownership
- Less than 5%
Focus focus
Matrix bridge
- CRD
- #44435
- Ownership
- 39.2%
Showing 2 of 5 owners & executives
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ANASTASIOS ADAM
Managing Director
- CRD
- #2543337
DONIK SARKIS ARABYAN
Director
- CRD
- #7434422
Vital north
Radial beacon summit
- CRD
- #65891
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,285,611 | $2,991,288 |
| Non-Discretionary | $112,223,459 | $4,316,287 |
| Total | $357,509,070 | $3,310,269 |
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Separately Managed Accounts
Total SMA Asset: $343,315,308
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,440,538,361 | 29.4% |
| Cash | $1,479,736,684 | 30.2% |
| Other | $1,979,515,298 | 40.4% |
| Total | $4,899,790,343 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE WAVE | SIGNAL ELEMENT | IX9ZT8NPI | XRZ | 0.87% | $18,455,960 |
| ELEMENT TIMBER | OPTIMA FRONTIER | T0AOIYUYU | SOQ | 12.01% | $11,887,504 |
| INSIGHT MERIDIAN | CREST QUANTUM | Q56F9A95G | ZSQ | 11.08% | $110,821,905 |
| VITAL LEGACY | ATLAS QUANTUM | K05OWDKFG | DOWZ | 5.38% | $111,669,233 |
| ATLAS VALUE RIDGE | SIGNAL WAVE | 0NKCDK9V5 | SIOWW | 8.69% | $20,147,885 |
| BRIDGE PRIME RIDGE | VALUE QUANTUM | TDG5ET92V | DGO | 6.77% | $108,991,489 |
| MOMENTUM MOMENTUM | MOMENTUM NORTH | EXZUFX7P6 | DQQ | 1.19% | $108,836,912 |
| EAGLE TIMBER RADIAL | LEGACY TIMBER | 1IKTF1HIP | IFNN | 1.60% | $49,831,878 |