Key facts
- W.P. Stewart & Co.’s last known valuation is $80.3M.
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for W.P. Stewart & Co.
- ·The full record, as it builds
Funding rounds
No funding rounds for W.P. Stewart & Co. are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About W.P. Stewart & Co.
Provider of global investment advisory services. The company offers research-intensive equity management services and strategy advisory services for clients worldwide including high net-worth individuals and institutions. The company's primary strategy is to invest in high quality and steadily growing businesses in the United States as well as globally.
- Sector
- Business Products and Services (B2B)
- HQ
- New York, NY, United States
- Employees
- 51
- Website
- wpstewart.com/
- Ownership
- Acquired/Merged
W.P. Stewart & Co. doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in W.P. Stewart & Co. shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on W.P. Stewart & Co. in its N-PORT filings yet. We sweep new filings monthly.