PERELLA WEINBERG PARTNERS (PWP)
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-09-04
NASDAQFinancialsFinancial - Capital MarketsSnapshot 2026-09-04
QuarterlyIQ Insights · PWP
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Unregistered Sales of Equity Securities On September 1, 2026 , Perella Weinberg Partners (the “Company”) issued 1,999,015 shares of its Class A common stock in exchange for 1,997,030 Class A partnership units of PWP Holdings LP (“PWP OpCo”) and 1,997,030 shares of Class B common stock of the Company that were held by certain limited partners of PWP OpCo pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo (as amended, the “PWP OpCo LPA”). Pursuant to the terms of the…
Other Events On September 1, 2026, Perella Weinberg Partners (the “Company”) filed with the U.S. Securities and Exchange Commission a prospectus supplement to its effective registration statement on Form S-3ASR (File No. 333-289189) covering the resale from time to time by certain stockholders of 1,127,529 shares (the “Shares”) of the Company’s Class A common stock, par value $0.0001 per share. A copy of the legal opinion of Mayer Brown LLP relating to the legality of the Shares is attached a…
Results of Operations and Financial Condition. On July 31, 2026 , Perella Weinberg Partners (the “Company”) issued a press release announcing its financial results for the second quarter ended June 30, 2026. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The press release may contain hypertext links to information on the Company’s website. The information on the Company’s website is not incorporated by reference into and does not constitute a part…
Unregistered Sales of Equity Securities On May 18, 2026 , Perella Weinberg Partners (the “Company”) issued 1,908,084 shares of its Class A common stock in exchange for 1,906,191 Class A partnership units of PWP Holdings LP (“PWP OpCo”) and 1,906,191 shares of Class B common stock of the Company that were held by certain limited partners of PWP OpCo pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo (as amended, the “PWP OpCo LPA”). Pursuant to the terms of the PWP…
Chief Operating Officer, Chief Financial Officer — Alexandra Gottschalk: Ms. Gottschalk has been appointed to the additional role of Chief Operating Officer.
Results of Operations and Financial Condition. On May 1, 2026 , Perella Weinberg Partners (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The press release may contain hypertext links to information on the Company’s website. The information on the Company’s website is not incorporated by reference into and does not constitute a part of…
Unregistered Sales of Equity Securities On April 13, 2026 , as previously announced, Perella Weinberg Partners (together with its affiliates, the "Company") entered into a Sale and Purchase Deed to acquire 100% of the membership interests of a limited liability partnership organized under the laws of England and Wales (the "Acquisition"). In connection with the Acquisition, the Company agreed to issue shares of its Class A common stock, par value $0.0001 per share (the "Common Stock"), to sel…
Results of Operations and Financial Condition. On February 6, 2026 , Perella Weinberg Partners (the “Company”) issued a press release announcing its financial results for the full year and fourth quarter ended December 31, 2025. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The press release may contain hypertext links to information on the Company’s website. The information on the Company’s website is not incorporated by reference into and does n…
Chairman of the Board of Directors — Peter A. Weinberg: Peter A. Weinberg resigned as Chairman of the Board, with Andrew Bednar succeeding him.
Unregistered Sales of Equity Securities On November 17, 2025 , Perella Weinberg Partners (the “Company”) issued 1,320,319 shares of its Class A common stock in exchange for 1,319,000 Class A partnership units of PWP Holdings LP (“PWP OpCo”) and 1,319,000 shares of Class B common stock of the Company that were held by certain limited partners of PWP OpCo pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo (as amended, the “PWP OpCo LPA”). Pursuant to the terms of the…
Results of Operations and Financial Condition. On November 7, 2025 , Perella Weinberg Partners (the “Company”) issued a press release announcing its financial results for the third quarter ended September 30, 2025. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The press release may contain hypertext links to information on the Company’s website. The information on the Company’s website is not incorporated by reference into and does not constitute…
Unregistered Sales of Equity Securities On September 2, 2025 , Perella Weinberg Partners (the “Company”) issued 1,500,380 shares of its Class A common stock in exchange for 1,498,883 Class A partnership units of PWP Holdings LP (“PWP OpCo”) and 1,498,883 shares of Class B common stock of the Company that were held by certain limited partners of PWP OpCo pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo (as amended, the “PWP OpCo LPA”). Pursuant to the terms of the…
Results of Operations and Financial Condition. On August 1, 2025 , Perella Weinberg Partners (the “Company”) issued a press release announcing its financial results for the second quarter ended June 30, 2025. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The press release may contain hypertext links to information on the Company’s website. The information on the Company’s website is not incorporated by reference into and does not constitute a part…
Director — Houda Dabboussi and Edwin Bennett: The board increased its size and appointed two new independent directors to the Board.
Unregistered Sales of Equity Securities On May 16, 2025, Perella Weinberg Partners (the “Company”) issued 1,234,357 shares of its Class A common stock in exchange for 1,233,124 Class A partnership units of PWP Holdings LP (“PWP OpCo”) and 1,233,124 shares of Class B common stock of the Company that were held by certain limited partners of PWP OpCo pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo (as amended, the “PWP OpCo LPA”). Pursuant to the terms of the PWP O…
Results of Operations and Financial Condition. On May 2, 2025 , Perella Weinberg Partners (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2025. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The press release may contain hypertext links to information on the Company’s website. The information on the Company’s website is not incorporated by reference into and does not constitute a part of…
Results of Operations and Financial Condition. On February 7, 2025 , Perella Weinberg Partners (the “Company”) issued a press release announcing its financial results for the full year and fourth quarter ended December 31, 2024. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The press release may contain hypertext links to information on the Company’s website. The information on the Company’s website is not incorporated by reference into and does n…
Unregistered Sales of Equity Securities On November 18, 2024 , Perella Weinberg Partners (the “Company”) issued 1,863,566 shares of its Class A common stock in exchange for 1,861,704 Class A partnership units of PWP Holdings LP (“PWP OpCo”) and 1,861,704 shares of Class B common stock of the Company that were held by certain limited partners of PWP OpCo pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo (as amended, the “PWP OpCo LPA”). Pursuant to the terms of the…
Results of Operations and Financial Condition. On November 8, 2024 , Perella Weinberg Partners (the “Company”) issued a press release announcing its financial results for the fiscal quarter ended September 30, 2024. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The press release may contain hypertext links to information on the Company’s website. The information on the Company’s website is not incorporated by reference into and does not constitute…
Unregistered Sales of Equity Securities On September 6, 2024 , Perella Weinberg Partners (the “Company”) issued 2,121,609 shares of its Class A common stock in exchange for 2,119,490 Class A partnership units of PWP Holdings LP (“PWP OpCo”) and 2,119,490 shares of Class B common stock of the Company that were held by certain limited partners of PWP OpCo pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo (The “PWP OpCo LPA”). Pursuant to the terms of the PWP OpCo LP…
Results of Operations and Financial Condition. On August 2, 2024 , Perella Weinberg Partners (the “Company”) issued a press release announcing its financial results for the fiscal quarter ended June 30, 2024. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The press release may contain hypertext links to information on the Company’s website. The information on the Company’s website is not incorporated by reference into and does not constitute a part…
Results of Operations and Financial Condition. On May 3, 2024 , Perella Weinberg Partners (the “Company”) issued a press release announcing its financial results for the fiscal quarter ended March 31, 2024. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The press release may contain hypertext links to information on the Company’s website. The information on the Company’s website is not incorporated by reference into and does not constitute a part o…
Entry into a Material Definitive Agreement Agreement and Plan of Merger On April 1, 2024, as part of an internal reorganization and in accordance with Section 17-211 of the Act, AdCo Professionals merged with and into PWP OpCo (the “Merger”). To effect the Merger, PWP OpCo and AdCo Professionals entered into an agreement and plan of merger (the “Merger Agreement”), which, among other things, provided that (i) the Partnership Class A-1, A-2 and A-3 Common Units of AdCo Professionals were conve…
Entry into a Material Definitive Agreement. On February 27, 2024 , Perella Weinberg Partners (the “Company”) and PWP Holdings LP ("PWP OpCo"), the Company’s operating partnership, entered into an underwriting agreement (the “Underwriting Agreement”) with Citizens JMP Securities, LLC, as underwriter (the “Underwriter”), relating to the issuance and sale pursuant to an underwritten public offering (the “Offering”) of an aggregate of 5,000,000 shares (the “Firm Shares”) of the Company’s Class A…
Unregistered Sales of Equity Securities On March 1, 2024, the Company issued 794,146 shares of its Class A common stock in exchange for 793,354 Class A partnership units of PWP OpCo and 793,354 shares of Class B common stock of the Company that were held by certain limited partners of PWP OpCo pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo (as amended, the “PWP OpCo LPA”). Pursuant to the terms of the PWP OpCo LPA, and subject to the exchange procedures and res…
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