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

Perella Weinberg Partners (PWP) posted quarterly Short-term Investments of $75.8 million for Q4 2024, down 16.83% YoY from $91.2 million in Q1 2024, and up 1.18% sequentially from $74.9 million in Q3 2024.

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

Perella Weinberg Partners has disclosed Short-term Investments across 3 years of filings, most recently posting $75.8 million for Q4 2024.

  • In Q4 2024, Short-term Investments fell 16.83% year-over-year to $75.8 million; the TTM figure through Dec 2024 stood at $75.8 million (down 16.83% YoY), while the FY2024 annual figure was $75.8 million, down 16.83% from the prior year.
  • Short-term Investments advanced to $75.8 million in Q4 2024, from $74.9 million in the prior quarter.
  • Over the last five years, Short-term Investments for PWP reached as high as $140.1 million in Q4 2022 and fell as low as $25.0 million in Q1 2023.
  • The 3-year median for Short-term Investments is $75.8 million (2024), against an average of $86.7 million.
  • Annual changes were most pronounced in 2023 — Short-term Investments tumbled 56.45% — and 2024, when it gained 7.05%.
  • A 3-year view of Short-term Investments shows it stood at $140.1 million in 2022, then plunged by 34.93% to $91.2 million in 2023, then dropped by 16.83% to $75.8 million in 2024.
  • According to Business Quant data, Short-term Investments over the past three periods registered $75.8 million, $74.9 million, and $91.2 million for Q4 2024, Q3 2024, and Q4 2023 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn -
2 Goldman Sachs 309.79 Bn -627.76 Bn -
3 Schwab Charles 167.21 Bn 122.24 Bn -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn -
7 Tradeweb Markets 21.59 Bn 20.34 Bn -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn
10 Perella Weinberg Partners 1.14 Bn 1.44 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