Perella Weinberg Partners (PWP) Short-term Investments (2022 - 2024)

Perella Weinberg Partners (PWP) reported Short-term Investments of $75.8 million for Q4 2024, down 16.83% year-over-year from $91.2 million in Q1 2024, and up 1.18% quarter-over-quarter from $74.9 million in Q3 2024.

Perella Weinberg Partners (PWP) Short-term Investments (2022 - 2024) Analysis & Trends

Perella Weinberg Partners (PWP) has 3 years of Short-term Investments data on file, last reported at $75.8 million in Q4 2024.

  • Short-term Investments for Q4 2024 came in at $75.8 million, down 16.83% year-over-year; the trailing twelve-month figure through Dec 2024 was $75.8 million (down 16.83% YoY), and the FY2024 annual result was $75.8 million, down 16.83% from the prior year.
  • Short-term Investments rose to $75.8 million in Q4 2024 per PWP's latest filing, from $74.9 million in the prior quarter.
  • Over five years, Short-term Investments peaked at $140.1 million in Q4 2022 and troughed at $25.0 million in Q1 2023.
  • A 3-year average of $86.7 million and a median of $75.8 million in 2024 frame the typical range for Short-term Investments.
  • The sharpest annual moves came in 2023 and 2024: Short-term Investments sank 56.45% in 2023, then gained 7.05% in 2024.
  • A 3-year view of Short-term Investments shows it stood at $140.1 million in 2022, then slumped by 34.93% to $91.2 million in 2023, then dropped by 16.83% to $75.8 million in 2024.
  • Business Quant data shows PWP's Short-term Investments at $75.8 million in Q4 2024, $74.9 million in Q3 2024, and $91.2 million in Q4 2023.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn -
2 Morgan Stanley 331.35 Bn 197.82 Bn -
3 Goldman Sachs 317.73 Bn -619.82 Bn -
4 Schwab Charles 153.74 Bn 108.77 Bn -
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn
6 Interactive Brokers 38.91 Bn 49.50 Bn -
7 LPL Financial Holdings 22.76 Bn 21.73 Bn -
8 Tradeweb Markets 20.90 Bn 19.65 Bn -
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn
10 Perella Weinberg Partners 1.10 Bn 1.41 Bn -

Historic Data

Download Data
DateValue
Dec 31, 2024 75.83 Mn
Sep 30, 2024 74.95 Mn
Dec 31, 2023 91.17 Mn
Sep 30, 2023 70.01 Mn
Jun 30, 2023 50.00 Mn
Mar 31, 2023 24.96 Mn
Dec 31, 2022 140.11 Mn
Sep 30, 2022 138.86 Mn
Jun 30, 2022 114.82 Mn