WR PLATFORM ADVISORS LP
CRD #152428 SEC #801-71434 STAMFORD, CT 203-504-5080
SEC Registered
Total AUM
$392.7M
Discretionary
$392.7M
Employees
--
Clients
--
Accounts
14
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 24, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARVILLE, DONAL, STEPHEN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CARVILLE, DONAL, STEPHEN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CARVILLE, DONAL, STEPHEN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CARVILLE, DONAL, STEPHEN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CARVILLE, DONAL, STEPHEN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CARVILLE, DONAL, STEPHEN | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| KASSMAN, LARRY, JON | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KASSMAN, LARRY, JON | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KASSMAN, LARRY, JON | I | PARTNER | NA | |
| LEWIS, CHRISTOPHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, CHRISTOPHER, HARDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, CHRISTOPHER, HARDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, CHRISTOPHER, HARDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, CHRISTOPHER, HARDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, CHRISTOPHER, HARDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNAMARA, WILLIAM, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCNAMARA, WILLIAM, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCNAMARA, WILLIAM, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MILLER, MONIQUE, LOUISE | I | CHIEF OPERATING OFFICER | NA | Control |
| MILLER, MONIQUE, LOUISE | I | CHIEF OPERATING OFFICER | NA | Control |
| MILLER, MONIQUE, LOUISE | I | CHIEF OPERATING OFFICER | NA | Control |
| MILLER, MONIQUE, LOUISE | I | CHIEF OPERATING OFFICER | NA | Control |
| MORSE, JUDITH, S | I | LEGAL DIRECTOR | NA | Control |
| MORSE, JUDITH, SIAN | I | CHIEF LEGAL OFFICER | NA | Control |
| MORSE, JUDITH, SIAN | I | CHIEF LEGAL OFFICER | NA | Control |
| MORSE, JUDITH, SIAN | I | LEGAL DIRECTOR | NA | Control |
| MORSE, JUDITH, SIAN | I | LEGAL DIRECTOR | NA | Control |
| MORSE, JUDITH, SIAN | I | CHIEF LEGAL OFFICER | NA | Control |
| PATEL, SANDEEP, A | I | DIRECTOR OF PORTFOLIO ANALYTICS | NA | Control |
| PATEL, SANDEEP, ANUBHAI | I | DIRECTOR OF PORTFOLIO ANALYTICS | NA | Control |
| PATEL, SANDEEP, ANUBHAI | I | DIRECTOR OF PORTFOLIO ANALYTICS | NA | Control |
| PATEL, SANDEEP, ANUBHAI | I | DIRECTOR OF PORTFOLIO ANALYTICS | NA | Control |
| RAQUET, WALTER, FRANCIS | I | CHAIRMAN | NA | Control |
| RAQUET, WALTER, FRANCIS | I | CHAIRMAN | NA | Control |
| RAQUET, WALTER, FRANCIS | I | CHAIRMAN | NA | Control |
| RAQUET, WALTER, FRANCIS | I | CHAIRMAN | NA | Control |
| WEISMAN, ANDREW, BURKE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEISMAN, ANDREW, BURKE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEISMAN, ANDREW, BURKE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEISMAN, ANDREW, BURKE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WR PLATFORM ADVISORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| WR PLATFORM ADVISORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| WR PLATFORM ADVISORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| WR PLATFORM ADVISORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| WR PLATFORM ADVISORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| WR PLATFORM ADVISORS GP LLC | DE | GENERAL PARTNER | NA | Control |
| WR GROUP HOLDINGS, LP | DE | LIMITED PARTNER | E | Control |
| WR GROUP HOLDINGS, LP | DE | LIMITED PARTNER | E | Control |
| WR GROUP HOLDINGS, LP | DE | LIMITED PARTNER | E | Control |
| WR GROUP HOLDINGS, LP | DE | LIMITED PARTNER | E | Control |
| WR MANAGED ACCOUNTS LLC | DE | LIMITED PARTNER | E | Control |
| WR MANAGED ACCOUNTS LLC | DE | LIMITED PARTNER | E | Control |
| RAQUET, WALTER, FRANCIS | I | CHAIRMAN | C | Control |
| RAQUET, WALTER, FRANCIS | I | CHAIRMAN | C | Control |
| PATEL, SANDEEP, ANUBHAI | I | DIRECTOR OF PORTFOLIO ANALYTICS | B | Control |
| PATEL, SANDEEP, ANUBHAI | I | DIRECTOR OF PORTFOLIO ANALYTICS | B | Control |
| WEISMAN, ANDREW, BURKE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| WEISMAN, ANDREW, BURKE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| CUNNINGHAM, JOHN, PAUL | I | PARTNER | A | |
| CUNNINGHAM, JOHN, PAUL | I | PARTNER | A | |
| CUNNINGHAM, JOHN, PAUL | I | PARTNER | A | |
| MILLER, MONIQUE, LOUISE | I | CHIEF OPERATING OFFICER | A | Control |
| MILLER, MONIQUE, LOUISE | I | CHIEF OPERATING OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARVILLE, DONAL, STEPHEN | I | WR GROUP HOLDINGS, LP | F | Control |
| CARVILLE, DONAL, STEPHEN | I | WR GROUP HOLDINGS, LP | F | Control |
| CARVILLE, DONAL, STEPHEN | I | WR GROUP HOLDINGS, LP | F | Control |
| CARVILLE, DONAL, STEPHEN | I | WR GROUP HOLDINGS, LP | F | Control |
| CARVILLE, DONAL, STEPHEN | I | WR GROUP HOLDINGS, LP | F | Control |
| CARVILLE, DONAL, STEPHEN | I | WR GROUP HOLDINGS, LP | F | Control |
| CUNNINGHAM, JOHN, PAUL | I | WR GROUP HOLDINGS, LP | F | Control |
| CUNNINGHAM, JOHN, PAUL | I | WR GROUP HOLDINGS, LP | F | Control |
| CUNNINGHAM, JOHN, PAUL | I | WR GROUP HOLDINGS, LP | F | Control |
| CUNNINGHAM, JOHN, PAUL | I | WR GROUP HOLDINGS, LP | F | Control |
| CUNNINGHAM, JOHN, PAUL | I | WR GROUP HOLDINGS, LP | F | Control |
| CUNNINGHAM, JOHN, PAUL | I | WR GROUP HOLDINGS, LP | F | Control |
| DUFF & PHELPS CORPORATION | DE | WR MANAGED ACCOUNTS LLC | F | |
| DUFF & PHELPS CORPORATION | DE | WR MANAGED ACCOUNTS LLC | F | |
| KASSMAN, LARRY, JON | I | WR GROUP HOLDINGS, LP | F | Control |
| KASSMAN, LARRY, JON | I | WR GROUP HOLDINGS, LP | F | Control |
| KASSMAN, LARRY, JON | I | WR GROUP HOLDINGS, LP | F | Control |
| KASSMAN, LARRY, JON | I | WR GROUP HOLDINGS, LP | F | Control |
| KASSMAN, LARRY, JON | I | WR GROUP HOLDINGS, LP | F | Control |
| KASSMAN, LARRY, JON | I | WR GROUP HOLDINGS, LP | F | Control |
| MCNAMARA, WILLIAM, JOSEPH | I | WR GROUP HOLDINGS, LP | F | Control |
| MCNAMARA, WILLIAM, JOSEPH | I | WR GROUP HOLDINGS, LP | F | Control |
| MCNAMARA, WILLIAM, JOSEPH | I | WR GROUP HOLDINGS, LP | F | Control |
| MILLER, MONIQUE, LOUISE | I | WR GROUP HOLDINGS, LP | F | Control |
| MILLER, MONIQUE, LOUISE | I | WR GROUP HOLDINGS, LP | F | Control |
| MILLER, MONIQUE, LOUISE | I | WR GROUP HOLDINGS, LP | F | Control |
| MILLER, MONIQUE, LOUISE | I | WR GROUP HOLDINGS, LP | F | Control |
| MILLER, MONIQUE, LOUISE | I | WR GROUP HOLDINGS, LP | F | Control |
| MILLER, MONIQUE, LOUISE | I | WR GROUP HOLDINGS, LP | F | Control |
| MORSE, JUDITH, S | I | WR GROUP HOLDINGS, LP | F | Control |
| MORSE, JUDITH, SIAN | I | WR GROUP HOLDINGS, LP | F | Control |
| MORSE, JUDITH, SIAN | I | WR GROUP HOLDINGS, LP | F | Control |
| MORSE, JUDITH, SIAN | I | WR GROUP HOLDINGS, LP | F | Control |
| MORSE, JUDITH, SIAN | I | WR GROUP HOLDINGS, LP | F | Control |
| MORSE, JUDITH, SIAN | I | WR GROUP HOLDINGS, LP | F | Control |
| PATEL, SANDEEP, A | I | WR GROUP HOLDINGS, LP | F | Control |
| PATEL, SANDEEP, ANUBHAI | I | WR GROUP HOLDINGS, LP | F | Control |
| PATEL, SANDEEP, ANUBHAI | I | WR GROUP HOLDINGS, LP | F | Control |
| PATEL, SANDEEP, ANUBHAI | I | WR GROUP HOLDINGS, LP | F | Control |
| PATEL, SANDEEP, ANUBHAI | I | WR GROUP HOLDINGS, LP | F | Control |
| PATEL, SANDEEP, ANUBHAI | I | WR GROUP HOLDINGS, LP | F | Control |
| RINEY, RODGER, ODELL | I | WR MANAGED ACCOUNTS LLC | F | |
| RINEY, RODGER, ODELL | I | WR MANAGED ACCOUNTS LLC | F | |
| VON ALLMEN, DOUGLAS, JOSEPH | I | WR MANAGED ACCOUNTS LLC | F | |
| VON ALLMEN, DOUGLAS, JOSEPH | I | WR MANAGED ACCOUNTS LLC | F | |
| VONTOBEL GROUP | FE | WR MANAGED ACCOUNTS LLC | F | |
| VONTOBEL GROUP | FE | WR MANAGED ACCOUNTS LLC | F | |
| WEISMAN, ANDREW, BURKE | I | WR GROUP HOLDINGS, LP | F | Control |
| WEISMAN, ANDREW, BURKE | I | WR GROUP HOLDINGS, LP | F | Control |
| WEISMAN, ANDREW, BURKE | I | WR GROUP HOLDINGS, LP | F | Control |
| WEISMAN, ANDREW, BURKE | I | WR GROUP HOLDINGS, LP | F | Control |
| WEISMAN, ANDREW, BURKE | I | WR GROUP HOLDINGS, LP | F | Control |
| WEISMAN, ANDREW, BURKE | I | WR GROUP HOLDINGS, LP | F | Control |
| RAQUET, WALTER, FRANCIS | I | WR GROUP HOLDINGS, LP | E | Control |
| RAQUET, WALTER, FRANCIS | I | WR PLATFORM ADVISORS GP LLC | E | Control |
| RAQUET, WALTER, FRANCIS | I | WR GROUP HOLDINGS, LP | E | Control |
| RAQUET, WALTER, FRANCIS | I | WR PLATFORM ADVISORS GP LLC | E | Control |
| RAQUET, WALTER, FRANCIS | I | WR GROUP HOLDINGS, LP | E | Control |
| RAQUET, WALTER, FRANCIS | I | WR PLATFORM ADVISORS GP LLC | E | Control |
| RAQUET, WALTER, FRANCIS | I | WR GROUP HOLDINGS, LP | E | Control |
| RAQUET, WALTER, FRANCIS | I | WR PLATFORM ADVISORS GP LLC | E | Control |
| RAQUET, WALTER, FRANCIS | I | WR GROUP HOLDINGS, LP | E | Control |
| RAQUET, WALTER, FRANCIS | I | WR PLATFORM ADVISORS GP LLC | E | Control |
| RAQUET, WALTER, FRANCIS | I | WR GROUP HOLDINGS, LP | E | Control |
| RAQUET, WALTER, FRANCIS | I | WR PLATFORM ADVISORS GP LLC | E | Control |
Registrations
Federal
IA
May 24, 2010 REGISTERED
Notice Filings (1)
CT
Address
48 SIGNAL ROADSTAMFORD, CT 6902
United States
Phone: 203-504-5080