PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.
Legal name: PAPAMARKOU WELLNER PERKIN ADVISORS
CRD #131796 SEC #801-63317 NEW YORK, NY 212-223-2020
SEC Registered Private Funds
Total AUM
$357M
Discretionary
$236.9M
Employees
11
Clients
--
Accounts
113
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $357M | $236.9M | $120.1M | 11 | 0 |
| Mar 2025 | $357M | $236.9M | $120.1M | 11 | 0 |
| Dec 2024 | $332.4M | $202.1M | $130.3M | 10 | 0 |
| Aug 2024 | $332.4M | $202.1M | $130.3M | 10 | 0 |
| Mar 2024 | $332.4M | $202.1M | $130.3M | 10 | 0 |
| May 2023 | $291.9M | $167.7M | $124.2M | 10 | 0 |
| Apr 2023 | $291.9M | $167.7M | $124.2M | 10 | 0 |
| Sep 2022 | $408.3M | $235.3M | $173M | 10 | 0 |
| Jun 2022 | $408.3M | $235.3M | $173M | 10 | 0 |
| Jun 2022 | $408.3M | $235.3M | $173M | 10 | 0 |
| Apr 2022 | $408.3M | $235.3M | $173M | 10 | 0 |
| Jan 2022 | $344.1M | $165.8M | $178.2M | 10 | 0 |
| Apr 2021 | $347.1M | $165.8M | $181.2M | 10 | 0 |
| Jul 2020 | $304.9M | $131.5M | $173.3M | 9 | 0 |
| Mar 2020 | $304.9M | $131.5M | $173.3M | 9 | 0 |
| Apr 2019 | $262.5M | $105.5M | $157M | 9 | 0 |
| Apr 2018 | $283.5M | $116.2M | $167.4M | 9 | 0 |
| Aug 2017 | $216.7M | $67.8M | $148.9M | 9 | 100 |
| Apr 2017 | $216.7M | $67.8M | $148.9M | 9 | 100 |
| Apr 2016 | $191.4M | $50.5M | $140.9M | 9 | 100 |
| Apr 2015 | $210.5M | $162.1M | $48.4M | 9 | 100 |
| Apr 2014 | $149.2M | $8.1M | $141.1M | 10 | 26 |
| Apr 2014 | $149.2M | $8.1M | $141.1M | 10 | 26 |
| Jan 2014 | $145.9M | $7.5M | $138.4M | 9 | 26 |
| Nov 2013 | $145.9M | $7.5M | $138.4M | 9 | 26 |
| Mar 2013 | $143.4M | $6.2M | $137.2M | 9 | 26 |
| Mar 2012 | $129.5M | $5.3M | $124.3M | 6 | 26 |
| Jul 2011 | $165.5M | $6.5M | $159M | 10 | -- |
| Apr 2011 | $6.5M | $6.5M | $0 | 10 | -- |
| Jun 2004 | $474M | $0 | $474M | 10 | -- |
DateJul 2025
Total AUM$357M
Discretionary$236.9M
Non-Disc.$120.1M
Employees11
Clients0
DateMar 2025
Total AUM$357M
Discretionary$236.9M
Non-Disc.$120.1M
Employees11
Clients0
DateDec 2024
Total AUM$332.4M
Discretionary$202.1M
Non-Disc.$130.3M
Employees10
Clients0
DateAug 2024
Total AUM$332.4M
Discretionary$202.1M
Non-Disc.$130.3M
Employees10
Clients0
DateMar 2024
Total AUM$332.4M
Discretionary$202.1M
Non-Disc.$130.3M
Employees10
Clients0
DateMay 2023
Total AUM$291.9M
Discretionary$167.7M
Non-Disc.$124.2M
Employees10
Clients0
DateApr 2023
Total AUM$291.9M
Discretionary$167.7M
Non-Disc.$124.2M
Employees10
Clients0
DateSep 2022
Total AUM$408.3M
Discretionary$235.3M
Non-Disc.$173M
Employees10
Clients0
DateJun 2022
Total AUM$408.3M
Discretionary$235.3M
Non-Disc.$173M
Employees10
Clients0
DateJun 2022
Total AUM$408.3M
Discretionary$235.3M
Non-Disc.$173M
Employees10
Clients0
DateApr 2022
Total AUM$408.3M
Discretionary$235.3M
Non-Disc.$173M
Employees10
Clients0
DateJan 2022
Total AUM$344.1M
Discretionary$165.8M
Non-Disc.$178.2M
Employees10
Clients0
DateApr 2021
Total AUM$347.1M
Discretionary$165.8M
Non-Disc.$181.2M
Employees10
Clients0
DateJul 2020
Total AUM$304.9M
Discretionary$131.5M
Non-Disc.$173.3M
Employees9
Clients0
DateMar 2020
Total AUM$304.9M
Discretionary$131.5M
Non-Disc.$173.3M
Employees9
Clients0
DateApr 2019
Total AUM$262.5M
Discretionary$105.5M
Non-Disc.$157M
Employees9
Clients0
DateApr 2018
Total AUM$283.5M
Discretionary$116.2M
Non-Disc.$167.4M
Employees9
Clients0
DateAug 2017
Total AUM$216.7M
Discretionary$67.8M
Non-Disc.$148.9M
Employees9
Clients100
DateApr 2017
Total AUM$216.7M
Discretionary$67.8M
Non-Disc.$148.9M
Employees9
Clients100
DateApr 2016
Total AUM$191.4M
Discretionary$50.5M
Non-Disc.$140.9M
Employees9
Clients100
DateApr 2015
Total AUM$210.5M
Discretionary$162.1M
Non-Disc.$48.4M
Employees9
Clients100
DateApr 2014
Total AUM$149.2M
Discretionary$8.1M
Non-Disc.$141.1M
Employees10
Clients26
DateApr 2014
Total AUM$149.2M
Discretionary$8.1M
Non-Disc.$141.1M
Employees10
Clients26
DateJan 2014
Total AUM$145.9M
Discretionary$7.5M
Non-Disc.$138.4M
Employees9
Clients26
DateNov 2013
Total AUM$145.9M
Discretionary$7.5M
Non-Disc.$138.4M
Employees9
Clients26
DateMar 2013
Total AUM$143.4M
Discretionary$6.2M
Non-Disc.$137.2M
Employees9
Clients26
DateMar 2012
Total AUM$129.5M
Discretionary$5.3M
Non-Disc.$124.3M
Employees6
Clients26
DateJul 2011
Total AUM$165.5M
Discretionary$6.5M
Non-Disc.$159M
Employees10
Clients--
DateApr 2011
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$474M
Discretionary$0
Non-Disc.$474M
Employees10
Clients--