Wr Platform Advisors LP (Stamford)

Name: Wr Platform Advisors LP
Address: 48 Signal Road, Stamford, CT, 06902
Telephone: 203-504-5080

Wr Platform Advisors LP is a large advisory firm based in Stamford. It manages $247.2 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Connecticut.

Wr Platform Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wr Platform Advisors: assets under management

The assets under management (AUM) of Wr Platform Advisors LP is $247.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $247.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.54 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wr Platform Advisors LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wr Platform Advisors LP

Walter Francis Raquet has been acting as President since 1 Jun 2004. Duff & Phelps Corporation joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Walter Francis Raquet	Chairman	1 Jun 2004	Other	1036266
Andrew Burke Weisman	Chief executive officer	1 Apr 2008	Other	1613011
Sandeep A Patel	Director of portfolio analytics	1 Jul 2008	Other	4782379
Sandeep Anubhai Patel	Director of portfolio analytics	1 Jul 2008	Other	4782379
Larry Jon Kassman	Chief financial officer	1 Jul 2009	Other	1998921
Donal Stephen Carville	Chief technology officer	1 Jul 2009	Other	4304555
Wr Platform Advisors Gp Llc	General partner	1 Jul 2009	Other	80-0441987
Lp Wr Group Holdings	Limited partner	1 Jul 2009	75% - 100%	27-2435936
Wr Managed Accounts Llc	Limited partner	1 Jul 2009	75% - 100%	27-2435936
Christopher Lewis	Chief compliance officer	1 Oct 2009	Other	5649265
Christopher Hardy Lewis	Chief compliance officer	1 Oct 2009	Other	5649265
Monique Louise Miller	Chief operating officer	1 Feb 2010	Other	1535214
John Paul Cunningham	Partner	1 Feb 2010	Other	2090213
Judith S Morse	Legal director	1 Mar 2010	Other	2997315
Judith Sian Morse	Legal director	1 Mar 2010	Other	2997315
Judith Sian Morse	Chief legal officer	1 Oct 2010	Other	2997315
William Joseph Mcnamara	Chief financial officer	1 Nov 2010	Other	2771411

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Paul Cunningham	Partner	1 Aug 2004	Other	2090213
Monique Louise Miller	Partner	1 Jul 2008	Other	1535214
Duff & Phelps Corporation	Owner	1 Feb 2011	Other	20-8893559
Vontobel Group	Owner	1 Feb 2011	Other	foreign
Rodger Odell Riney	Owner	1 Feb 2011	Other	376936
Douglas Joseph Von Allmen	Owner	1 Feb 2011	Other	1221613

Based in Stamford

The principal office where Wr Platform Advisors LP performs its advisory services is located at 48 Signal Road, Stamford, CT 06902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-504-5080 or by fax 203-504-5081. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at www.wrgroupholdings.com.