Wexford Capital Lp
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Overview
Wexford Capital Lp operates as a financial advisor company that has its headquarters in West Palm Beach, Florida. Wexford Capital Lp handles $1.9 billion in assets under management over 19 accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). It has an average-sized group, including 13 financial advisors. Wexford Capital Lp is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments like options, bonds and stocks.
Wexford Capital Lp administers all of its accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions for the client's account without needing to seek client approval. The company's average account size is $98.6 million. An average financial advisor at Wexford Capital Lp oversees about one client accounts, placing it among the most personalized financial advisor firms in the country.
Wexford Capital Lp's main office is located at 777 South Flagler Drive, West Palm Beach, Florida 33401-6122. Wexford Capital Lp is legally permitted to serve clients across a number of states, including Connecticut and Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wexford Capital Lp by the Numbers
$1.9 billion
42
19
$98.6 million
Fee Structure
A financial advisor's fees usually are based on which services the firm provides the client. Fees billed by the firm may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Wexford Capital Lp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Wexford Capital Lp works with pooled investment vehicles. Out of its 19 accounts, Wexford Capital Lp's largest client by number of accounts is pooled investment vehicles. Around 26% of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wexford Capital Lp does not have any disclosures.
Please visit its Form ADV for more details.
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