PPrivate Fund Data Log in Join · $37/mo

Wick Capital Partners, LLC

● SEC registered since 2018CRD 299194SEC# 801-114337Wayne, PA
Export (members)
Reg. AUM
$565.3M
Employees
12
Accounts
942
Location
Wayne, PA

Wick Capital Partners, LLC assets under management

Wick Capital Partners, LLC operates as an SEC-registered investment adviser based in Wayne, PA. The firm has been registered since 2018. It reports $565.3 million in regulatory assets under management and employs 12 people.
www.wickcapitalpartners.comView on SEC.gov ↗

Wick Capital Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Grace Winston, LLC ControlMember50-75%2021
Mark William Feldser ControlChief Compliance Officer50-75%2021
Thomas Charles HuberChief Investment OfficerUnder 5%2020
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Wick Capital Partners, LLC manage?

Wick Capital Partners, LLC reports $565.3 million in regulatory assets under management on its Form ADV.

How many employees does Wick Capital Partners, LLC have?

Wick Capital Partners, LLC reports 12 employees.

Where is Wick Capital Partners, LLC located?

Wick Capital Partners, LLC is based in Wayne, PA and has been SEC-registered since 2018.

Does Wick Capital Partners, LLC disclose fund performance?

Wick Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 N. Radnor Chester Road, Suite A225, Wayne, PA 19087
Phone215-302-3535
Fax215-302-3536
Office hours9:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1904388
Discloses disciplinary historyNo

Assets under management

Discretionary$565.3M
Non-discretionary$0
Total (RAUM)$565.3M