Perella Weinberg Partners is classed by the SEC under Finance Services (industry code 6199), based in New York, NY. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $751 million and a profit of $35 million (its filed statements).
Lending businessFinance ServicesNew York, NYfilings since 20199 of 9 filed
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a lending business: prior from its industry code (SEC 6199, Finance Services); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.1 out of ten, 9 of 9 metrics filed: past 5.2 out of ten, present 4.5 out of ten, future 6.0 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 4.2 out of ten. 3 warning events since 2019; the latest 2021-06-30. 42nd percentile among 130 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 4.7 out of ten. +5.9% a year over 7 filed years; profitable in 2 of 7. 47th percentile among 104 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 6.8 out of ten. Share count grew 4.0% a year. 14% of cash flow returned. Insiders: 7 sales, 0 purchases. 67th percentile among 54 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 1.8 out of ten. Leverage 116%: owes 116¢ per asset dollar. 18th percentile among 117 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 6.7 out of ten. top 33% of 114 in its family; net margin 4.7%. 67th percentile among 114 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 6.6 out of ten. top 34% of 49 in its family for leadership; chief executive since 2023. 66th percentile among 49 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 8.2 out of ten. top 18% of 108 in its family for room to expand. 82nd percentile among 108 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 3.8 out of ten. bottom 38% of 100 in its family for growth drivers. 38th percentile among 100 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 6.0 out of ten. top 40% of 79 in its family for expectations against reality. 60th percentile among 79 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-27 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-31 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-31 (on EDGAR). Newest filing: Form 4, 2026-09-03. Filings on record since 2019. Read from EDGAR 2026-10-12.
Where the revenue comes from
By geography: United States 75%, United Kingdom 13%, Other international countries 12%. As tagged in its annual report (Form 10-K, filed 2026-02-27).
Who runs it
Bednar, Andrew (Chairman and CEO); Weinberg, Peter A (Chairman); Becker, Dietrich (President); Gottschalk, Alexandra (CFO and COO); Perella, Weinberg Partners (Chief Financial Officer); Pwp, Voteco Professionals Lp (director); Steel, Robert K (director); Bennett, Roy Edwin (director); Dabboussi, Houda (director); Fascitelli, Elizabeth C (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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