527 Madison Avenue
21th Floor
New York, NY 10022
Google Maps
Contact
Main Phone: 212-750-8585
Web Site:
http://www.wpstewart.com/
Mutual Fund Brand(s)
W.P. Stewart & Company Growth Fund
Research Links
Stock Data: SEC Filings | Yahoo! Quote
SEC Fund Filings by CIK
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Background:
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On August 15, 2013, AllianceBernstein unveiled a $60-million deal to buy up W.P. Stewart. The deal closed on December 12.
W.P. Stewart & Company Inc. was founded in 1975 and entered the mutual fund business in 1994 when it opened what is now the W.P. Stewart & Co. Growth Fund.
The New York City-based advisor is a subsidiary of W.P. Stewart & Co., Ltd., which is based in Delaware-based and is publicly traded on the pink sheets. (Until June, 2010, the parent company had been based in Bermuda).
The W.P. Stewart & Co. Growth Fund officially became a part of the Investment Managers Series Trust (IMST) in December 2009.
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Sponsored Opportunities
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Key People:
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William Stewart
Executive Director, Chairman, W. P. Stewart Securities Limited | Mark Phelps
CEO, W.P. Stewart | Rocco Macri
Chief Operating Officer, Managing Director, W.P. Stewart | Susan Leber
Chief Financial Officer, Managing Director, W.P. Stewart | Seth Pearlstein
General Counsel, STEWART W P & CO., INC. | Kevin Crook
Director of Sales, W.P. Stewart Asset Management |
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