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Wealth Management Partners

Evidence PackPROIndependent
Infrastructure Website
AUM
$723M
Ownership
independent
Stakeability
28 / VERY LOW
Priority
Tier
Employees
N/A

Wealth Management Partners is a European infrastructure investment firm managing approximately $723M in assets. The firm focuses on essential infrastructure assets across Europe, targeting stable, long-duration returns for institutional investors.

SEC RegisteredFund PerformanceBDC ExposureTeam DataRegulatory

Stakeability Breakdown

28 / 100
Fund PerformanceAUM growth and fundraising track record
17
Team StabilityLeadership continuity and key person risk
14
Market PositionBrand strength and competitive positioning
28
Succession ReadinessNext-gen leadership and governance structure
45
Transaction FeasibilityLikelihood of a stake transaction
21

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CRD Number
105962
SEC File Number
801-45326
Registration Type
Registered
Filing Date
Mar 25, 2025
Employee Count
N/A
Discretionary AUM
$147.8M
Private Funds
2
PE Funds
1
VC Funds
N/A
RE Funds
N/A
Hedge Funds
N/A
Gross Assets (Private)
$12.4M
Source: SEC IAPD

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BDC exposure data requires Professional

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Team data requires Professional

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Team intelligence requires Professional

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Competition mapping requires Professional

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Regulatory data requires Professional

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No GP stakes deals recorded

This GP has not sold a minority stake, making it a potential target.