Wendel North America, LLC is a large advisory firm based in New York. It manages $960.33 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017.
Wendel North America provides portfolio management for pooled investment vehicles and investment advice to foreign investment advisers belonging to the same group as the adviser and co-investors. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wendel North America, LLC is $960.33 million. $960.33 million of the total AUM is attributable to clients outside of the United States.
The only and largest group of clients of Wendel North America is pooled investment vehicles with 2 clients and $960.33 million of assets under management. Among the 8 most similar advisory firms, Wendel North America has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $960.33 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.
Wendel North America also advises several private funds. Namely, two private equity funds.
The company employs 9 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.
Colleen Elizabeth Corwell joined the executive team most recently as the Chief Compliance Officer.
The principal office where Wendel North America, LLC performs its advisory services is located at 152 West 57 Th Street, New York, NY 10019, 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 212-557-5100. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at wendelgroup.com/.