Family Office
Weinberg Capital Group
Weinberg Capital Group invests a family's own capital, often with no fixed holding period, from United States. It states a focus on business & professional services, consumer & retail, financial services and food & beverage.
Regulatory record
How Weinberg Capital Group is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | Exempt reporting adviser |
| Regulatory assets under management | Not reported by an ERA |
| Private funds advised | 10 · $93m gross |
| SEC adviser number | CRD 163661 |
An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.
Valuation context
Transaction values in Business & Professional Services
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