Papamarkou Wellner Asset Management Inc.
Papamarkou Wellner Asset Management Inc., founded in 1982, is an SEC-registered investment adviser headquartered in New York City. The firm provides bespoke investment management and merchant banking solutions, primarily to high-net-worth individuals, family offices, endowments, and foundations. With 10–11 employees, it serves a diverse client base, engaging experienced industry professionals and maintaining a strong reputation for confidentiality and client engagement.
Investment Strategy
Papamarkou Wellner Asset Management focuses on delivering tailored portfolio management and merchant banking solutions to high-net-worth individuals, family offices, endowments, and foundations. The firm leverages a holistic perspective and global base of relationships, providing strategic and financial advice while emphasizing confidentiality, discretion, and customized service. Its approach includes active engagement with clients, quality execution, risk management, and innovative investment strategies across public and private markets.
Latest 13F Filing Activity
Papamarkou Wellner Asset Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 78 equity positions with a total 13F market value of $151M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Papamarkou Wellner Asset Management Inc. reduced exposure to Deere & Co., Apple Inc., Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.11% | $15.3M | 74,450 | $250.42 | $205.17 | -$1.7M |
N NVDA | NVIDIA CORPORATION | 7.84% | $11.8M | 74,965 | $134.29 | $157.99 | +$3.5M |
M MSFT | MICROSOFT CORP | 7.79% | $11.8M | 23,662 | $421.50 | $497.41 | +$2.6M |
A AMZN | AMAZON COM INC | 5.02% | $7.6M | 34,567 | $219.39 | $219.39 | +$844.3K |
G GOOGL | ALPHABET INC | 3.75% | $5.7M | 32,175 | $189.30 | $176.23 | +$618.9K |