Perella Weinberg Partners (PWP) Invested Capital (2019 - 2026)
Perella Weinberg Partners (PWP) reported Invested Capital of -$154.7 million for Q1 2026, up 52.12% year-over-year from -$101.7 million in Q1 2025, and down 21.47% quarter-over-quarter from -$127.4 million in Q4 2025.
Perella Weinberg Partners (PWP) Invested Capital (2019 - 2026) Analysis & Trends
Perella Weinberg Partners (PWP) has 8 years of Invested Capital data on file, last reported at -$154.7 million in Q1 2026.
- Invested Capital for Q1 2026 came in at -$154.7 million, up 52.12% year-over-year; the trailing twelve-month figure through Mar 2026 was -$154.7 million (up 52.12% YoY), and the FY2025 annual result was -$127.4 million, up 69.78% from the prior year.
- Invested Capital eased to -$154.7 million in Q1 2026 per PWP's latest filing, from -$127.4 million in the prior quarter.
- Over five years, Invested Capital peaked at $285.6 million in Q1 2022 and troughed at -$421.4 million in Q4 2024.
- A 5-year average of $6.9 million and a median of $249.0 million in 2023 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2022 and 2024: Invested Capital jumped 204.96% in 2022, then sank 257.09% in 2024.
- A 5-year view of Invested Capital shows it stood at $260.1 million in 2022, then advanced by 3.12% to $268.2 million in 2023, then slumped by 257.09% to -$421.4 million in 2024, then surged by 69.78% to -$127.4 million in 2025, then fell by 21.47% to -$154.7 million in 2026.
- Business Quant data shows PWP's Invested Capital at -$154.7 million in Q1 2026, -$127.4 million in Q4 2025, and -$302.4 million in Q3 2025.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - | 1,166.73 Bn |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - | 486.95 Bn |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - | 122.78 Bn |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - | 49.23 Bn |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn | 9.69 Bn |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - | 5.59 Bn |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - | 12.87 Bn |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - | 7.31 Bn |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn | 3.43 Bn |
| 10 | Perella Weinberg Partners | 1.08 Bn | 1.38 Bn | - | -154.71 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -154.71 Mn |
| Dec 31, 2025 | -127.36 Mn |
| Sep 30, 2025 | -302.40 Mn |
| Jun 30, 2025 | -318.42 Mn |
| Mar 31, 2025 | -323.13 Mn |
| Dec 31, 2024 | -421.38 Mn |
| Sep 30, 2024 | -360.78 Mn |
| Jun 30, 2024 | -282.98 Mn |
| Mar 31, 2024 | 279.02 Mn |
| Dec 31, 2023 | 268.25 Mn |
| Sep 30, 2023 | 264.81 Mn |
| Jun 30, 2023 | 258.27 Mn |
| Mar 31, 2023 | 249.01 Mn |
| Dec 31, 2022 | 260.14 Mn |
| Sep 30, 2022 | 274.18 Mn |
| Jun 30, 2022 | 268.81 Mn |
| Mar 31, 2022 | 285.58 Mn |
| Dec 31, 2021 | 271.35 Mn |
| Sep 30, 2021 | 261.98 Mn |
| Jun 30, 2021 | 260.76 Mn |