Perella Weinberg Partners reported total assets of $644.97M and total liabilities of $380.61M for the quarter ended Jun 2026, up 6.3% year over year. This balance sheet covers 27 quarters of results from Dec 2019 through Jun 2026, standardized by Business Quant from the company’s SEC filings.
| Balance Sheet | Dec2019 | Mar2020 | Jun2020 | Sep2020 | Dec2020 | Mar2021 | Jun2021 | Sep2021 | Dec2021 | Mar2022 | Jun2022 | Sep2022 | Dec2022 | Mar2023 | Jun2023 | Sep2023 | Dec2023 | Mar2024 | Jun2024 | Sep2024 | Dec2024 | Mar2025 | Jun2025 | Sep2025 | Dec2025 | Mar2026 | Jun2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | |||||||||||||||||||||||||||
| Current Assets | |||||||||||||||||||||||||||
| Cash & EquivalentsCash & Equiv. | 415.84M | 129.76M | 20.10M | 20.20M | 111.25M | 145.04M | 255.91M | 77.66M | 115.85M | ||||||||||||||||||
| Short-term InvestmentsInvestments (Current) | 114.82M | 138.86M | 140.11M | 24.96M | 50.00M | 70.01M | 91.17M | 74.95M | 75.83M | ||||||||||||||||||
| Cash & Current Investments | 415.84M | 114.82M | 138.86M | 140.11M | 24.96M | 179.76M | 70.01M | 91.17M | 95.05M | 96.03M | 111.25M | 145.04M | 255.91M | 77.66M | 115.85M | ||||||||||||
| Receivables - NetNet Receivables | 66.02M | 46.91M | 75.25M | 38.88M | 46.69M | 67.91M | 45.41M | 50.96M | 68.88M | 47.77M | 57.88M | 90.52M | 87.45M | 73.29M | 46.59M | 47.72M | 40.74M | 62.69M | 33.45M | 36.23M | |||||||
| Receivables - OtherOther Receivables | 0.06M | 4.17M | 3.18M | 3.64M | 3.57M | -0.21M | 3.38M | 3.50M | 3.50M | 0.05M | 3.60M | 3.60M | 3.63M | -0.40M | 0.63M | 0.64M | 0.62M | 0.00M | 0.62M | 0.42M | |||||||
| Receivables | 66.08M | 51.08M | 78.44M | 42.52M | 50.26M | 67.70M | 48.80M | 54.46M | 72.38M | 47.82M | 61.48M | 94.12M | 91.09M | 72.90M | 47.22M | 48.36M | 41.37M | 62.69M | 34.07M | 36.65M | |||||||
| Prepaid Assets | 37.62M | 24.31M | 27.09M | 24.39M | 26.40M | 36.19M | 36.89M | 33.82M | 39.51M | 30.87M | 27.84M | 32.17M | 36.19M | 29.22M | 41.64M | 35.53M | 36.06M | 46.78M | 50.13M | 50.45M | |||||||
| Current Assets | |||||||||||||||||||||||||||
| Non-Current Assets | |||||||||||||||||||||||||||
| Property, Plant & Equipment (Net)PP&E (Net) | 11.38M | 10.36M | 10.40M | 12.71M | 20.52M | 48.39M | 61.48M | 70.98M | 82.43M | 93.65M | 92.80M | 90.91M | 88.97M | 84.89M | 82.29M | 80.55M | 78.97M | 77.21M | 74.71M | 72.57M | |||||||
| Long-Term Investments | |||||||||||||||||||||||||||
| Goodwill | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 72.69M | 72.69M | 72.69M | |||||||
| Intangibles | 65.80M | 32.35M | 30.71M | 29.06M | 27.42M | 25.77M | 24.13M | 22.48M | 20.84M | 19.19M | 17.55M | 15.90M | 14.26M | 12.61M | 10.97M | 9.32M | 7.68M | 12.52M | 10.27M | 8.02M | |||||||
| Goodwill & Intangibles | 100.18M | 66.73M | 65.09M | 63.45M | 61.80M | 60.16M | 58.51M | 56.87M | 55.22M | 53.58M | 51.93M | 50.28M | 48.64M | 46.99M | 45.35M | 43.70M | 42.06M | 85.21M | 82.96M | 80.71M | |||||||
| Long-Term Deferred Tax | 18.36M | 21.09M | 27.45M | 29.58M | 32.42M | 33.09M | 35.73M | 35.94M | 41.37M | 46.45M | 48.46M | 52.15M | 66.22M | 92.97M | 103.55M | 115.50M | 128.03M | 129.58M | 139.82M | 154.42M | |||||||
| Other Non-Current Assets | 1.83M | 2.00M | 2.00M | 2.74M | 2.66M | 2.60M | 2.60M | 2.65M | 2.60M | 2.90M | 2.92M | 1.20M | 1.30M | 1.20M | 1.30M | 1.20M | 1.14M | 1.10M | 1.10M | 1.12M | |||||||
| Non-Current Assets | |||||||||||||||||||||||||||
| Assets | 663.66M | 718.33M | 470.63M | 540.17M | 631.60M | 717.09M | 524.50M | 582.10M | 634.17M | 761.11M | 583.59M | 645.51M | 810.92M | 876.75M | 570.47M | 606.70M | 650.24M | 797.64M | 595.79M | 644.97M | |||||||
| Liabilities | |||||||||||||||||||||||||||
| Current Liabilities | |||||||||||||||||||||||||||
| Accounts Payables | 29.85M | 31.05M | 42.80M | 33.82M | 34.43M | 51.35M | 41.70M | 34.81M | 44.76M | 52.11M | 59.78M | 74.02M | 84.65M | 68.92M | 73.19M | 63.35M | 47.16M | 47.10M | 42.17M | 40.77M | |||||||
| Notes Payables | |||||||||||||||||||||||||||
| Payables | 29.85M | 31.05M | 42.80M | 33.82M | 34.43M | 51.35M | 41.70M | 34.81M | 44.76M | 52.11M | 59.78M | 74.02M | 84.65M | 68.92M | 73.19M | 63.35M | 47.16M | 47.10M | 42.17M | 40.77M | |||||||
| Accumulated Expenses | 265.13M | 311.50M | 55.20M | 98.38M | 130.14M | 217.01M | 36.87M | 90.41M | 119.07M | 233.93M | 34.37M | 132.78M | 249.91M | 325.23M | 84.55M | 106.69M | 131.63M | 210.27M | 49.32M | 54.93M | |||||||
| Current Deferred Revenue | 5.94M | 7.84M | 5.80M | 4.57M | 3.90M | 5.00M | 3.00M | 2.18M | 1.40M | ||||||||||||||||||
| Total Current Liabilities | |||||||||||||||||||||||||||
| Non-Current Liabilities | |||||||||||||||||||||||||||
| Non-Current Debt | |||||||||||||||||||||||||||
| Non-Current Deffered Revenue | |||||||||||||||||||||||||||
| Preferred Stock Liabilities | |||||||||||||||||||||||||||
| Minority Interest | 136.78M | 145.03M | 135.62M | 136.40M | 134.19M | 122.68M | 115.70M | 117.45M | 120.56M | 117.11M | 506.37M | 602.50M | 651.14M | 484.83M | 494.52M | 502.92M | 388.10M | 382.97M | 310.14M | ||||||||
| Operating Leases | 47.89M | 43.45M | 40.21M | 102.16M | 159.63M | 165.60M | 168.78M | 171.32M | 175.30M | 175.90M | 176.26M | 181.48M | 188.40M | 187.35M | 185.53M | 185.00M | 184.82M | 186.07M | 182.06M | 179.28M | |||||||
| Other Non-Current Liabilities | 14.11M | 11.22M | 15.80M | 5.71M | 5.56M | 22.99M | 25.12M | 25.10M | 28.81M | 30.93M | 34.20M | 33.80M | 46.20M | 65.49M | 65.49M | 75.60M | 86.10M | 93.46M | 93.99M | 105.62M | |||||||
| Total Non-Current Liabilities | 387.57M | 435.75M | 169.25M | 265.65M | 351.86M | 433.96M | 250.38M | 298.73M | 340.55M | 461.93M | 270.37M | 388.32M | 522.99M | 581.49M | 343.27M | 355.01M | 363.62M | 443.44M | 273.55M | 274.99M | |||||||
| Total Liabilities | 401.68M | 446.98M | 185.05M | 271.35M | 357.42M | 456.95M | 275.49M | 323.83M | 369.36M | 492.86M | 304.57M | 422.12M | 569.19M | 646.99M | 408.76M | 430.61M | 449.72M | 536.90M | 367.54M | 380.61M | |||||||
| Shareholder's Equity | |||||||||||||||||||||||||||
| Total Debt | |||||||||||||||||||||||||||
| Common Equity | 261.98M | 271.35M | 285.58M | 268.81M | 274.18M | 260.14M | 249.01M | 258.27M | 264.81M | 268.25M | 279.02M | -282.98M | -360.77M | -421.38M | -323.13M | -318.42M | -302.40M | -127.36M | -154.71M | -45.79M | |||||||
| Liabilities and Shareholders Equity | 663.66M | 718.33M | 470.63M | 540.17M | 631.60M | 717.09M | 524.50M | 582.10M | 634.17M | 761.11M | 583.59M | 645.51M | 810.92M | 876.75M | 570.47M | 606.70M | 650.24M | 797.64M | 595.79M | 644.97M | |||||||
| Treasury Shares | 3.20M | 1.00M | 1.17M | 7.44M | 8.70M | 10.49M | 11.85M | 12.75M | 12.72M | 12.72M | 12.60M | 13.58M | 13.36M | 13.36M | 13.73M | 14.68M | 23.46M | 14.57M | 14.07M | 20.02M | |||||||
| Retained Earnings | -13.34M | -1.75M | -2.79M | -5.33M | -8.29M | -6.54M | -5.75M | -32.62M | -39.51M | -54.65M | -95.98M | -167.85M | -2.87M | -6.19M | -197.59M | -0.72M | -161.91M | -130.60M | -135.62M | -136.63M |