WBG ADVISORS LLC
  • WBG ADVISORS LLC

Adviser Profile

As of Date 01/02/2025
Registration status Terminated
ADV Location WESTPORT, CT, United States
Contact Info 203 xxxxxxx
AUM* 101,837,514 -70%
of that, discretionary 101,837,514 -5%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 101,837,514 -70%
SMA’s Yes
Private Funds 0

Adviser Type

- Pension consultant

Client Types

- Pension and profit sharing plans

Advisory Activities

- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

234M 201M 167M 134M 100M 67M 33M
2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser ZEBRA CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM3.2m #Funds-
Adviser OHA PRIVATE CREDIT ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM3.6b #Funds-
Adviser OBERWEIS ASSET MANAGEMENT (HONG KONG) LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM51.8m #Funds-
Adviser NEWFOUND RESEARCH LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-
Adviser AURORA CAPITAL MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM27.2m #Funds-
Adviser ALLIES CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM25.0m #Funds-
Adviser DERIVATY CO Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM28.0m #Funds-
Adviser RAND CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund73.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV73.8m AUM136.7m #Funds2
Adviser THOR FINANCIAL TECHNOLOGIES Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM217.0m #Funds-
Adviser ASPIRATION FUND ADVISER, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM147.0m #Funds-