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Ws Ventures Management, L.P. (Dallas)


Ws Ventures Management, L.P. is a large advisory firm based in Dallas. It manages $92.9 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

Ws Ventures Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ws Ventures Management: assets under management

The assets under management (AUM) of Ws Ventures Management, L.P. is $92.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $92.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.97 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ws Ventures Management, L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Patrick P. Walker Member 1 Oct 2000 25% - 50% 4456181
Jonathan Louis Lamensdorf Limited partner 1 Oct 2000 25% - 50% 2641905
Blair Allison Binswanger Limited partner 1 Oct 2000 25% - 50% 2666159
John Russell Wagner Limited partner 1 Oct 2000 25% - 50% 3113228
Sanjay Puri Limited partner 1 Oct 2000 25% - 50% 2601973

Based in Dallas

The principal office where Ws Ventures Management, L.P. performs its advisory services is located at 300 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-756-6056 or by fax 214-756-6079. The normal business hours are 8am-5pm on Monday - Friday.


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