
What smart money is saying about Perella Weinberg Partners
1 fund in our archive has pitched Perella Weinberg Partners — most recently Aristotle Small Mid Cap Equity in December 2025.
Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, structure and restructuring, capital markets advisory, energy underwriting, and equity research. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York.
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Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Perella Weinberg Partners — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 1 move
- June 2026
“We exited Perella Weinberg (PWP) after the boutique advisory firm announced a workforce reduction of roughly 10%, a signal that the M&A drought for smaller independent advisors is likely to persist while activity remains concentrated among the largest banks.”
Perella Weinberg Partners - June 2026
Listed in Riverwater Partners Micro Opportunities Strategy’s reported holdings.
Perella Weinberg Partners
Fund coverage · 1 thesis
- Aristotle Small Mid Cap EquityDecember 2025
Perella Weinberg Partners is a boutique investment bank positioned to leverage an M&A recovery given added capacity, strong pipelines, and supportive market conditions.
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