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MFWire: W.P. Stewart & Company Growth Fund
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

Stewart (W.P.) & Company Inc
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

  • Background:
    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.
    Sponsored Opportunities



    Key People:
    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
    Story Archive for Stewart (W.P.) & Company Inc
    Published On Story Headline Publication
    12/13/2013 AllianceBernstein Closes a $60MM Deal MFWire.com
    8/15/2013 AllianceBernstein's Kraus Buys a $2B AUM Shop MFWire.com
    6/7/2013 A New York Asset Manager Hires a New Chief MFWire.com
    10/14/2010 An NY Asset Manager Wants to Take its Fund to a Bigger Audience MFWire.com
    6/4/2010 W.P. Stewart Relocates From Bermuda MFWire.com
    2/8/2010 UMB Works With Ten More Fund Clients MFWire.com
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