W CAPITAL MANAGEMENT, LLC
DBA: W CAPITAL PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.68B |
| Discretionary | $2.68B100% of AUM |
| Client Accounts | 15 |
| Avg Account Size | $179.0M |
| Employees | 20 |
| Peak AUM | $2.69BMar 2026 |
| AUM CAGR | +6.3% /yrover 14 yrs · 39 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.7B | +13.1% | +8.4% | +11.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.68B |
| Discretionary | $2.68B |
| Employees | 20 |
| Client Accounts | 15 |
| Client Range | 0 |
Contact & Location
Address
400 PARK AVENUE
NEW YORK NY 10022
Phone
212-561-5240
Filing History
39 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Mar 2026
•Felony conviction
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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