Perella Weinberg Partners Quarterly Balance Sheet
NASDAQ: PWPFinancial ServicesCapital MarketsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Perella Weinberg Partners financial position
As of Jun 30, 2026, Perella Weinberg Partners reported total assets of $645.0 million, up 6.3% from a year earlier against total liabilities of $380.6 million. Shareholders' equity was negative at -$45.8 million, meaning liabilities exceed assets; this is often the result of large share buybacks or accumulated losses. The company held $115.8 million in cash and equivalents.
Summary generated from market data by MetaCap's automated system. Methodology
Perella Weinberg Partners balance sheet (quarterly)
| Quarter (USD) | Q2 20262026-06-30 | Q1 20262026-03-31 | Q4 20252025-12-31 | Q3 20252025-09-30 | Q2 20252025-06-30 | Q1 20252025-03-31 | Q4 20242024-12-31 | Q3 20242024-09-30 | Q2 20242024-06-30 | Q1 20242024-03-31 | Q4 20232023-12-31 | Q3 20232023-09-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | 115.85M | 77.66M | 255.91M | 185.53M | 145.04M | 111.25M | 331.56M | 260.20M | 185.28M | 156.69M | 247.17M | 126.57M |
| Short-Term Investments | — | — | 0 | 0 | 0 | 0 | 75.83M | 74.95M | 0 | 0 | 91.17M | 70.01M |
| Property, Plant & Equipment | 72.57M | 74.71M | 77.21M | 78.97M | 80.55M | 82.29M | 84.89M | 88.97M | 90.91M | 92.80M | 93.65M | 82.43M |
| Goodwill | 72.69M | 72.69M | 72.69M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M | 34.38M |
| Intangible Assets | 8.02M | 10.27M | 12.52M | 7.68M | 9.32M | 10.97M | 12.61M | 14.26M | 15.90M | 17.55M | 19.19M | 20.84M |
| Total Assets | 644.97M | 595.79M | 797.64M | 650.24M | 606.70M | 570.47M | 876.75M | 810.92M | 645.51M | 583.59M | 761.11M | 634.17M |
| Total Liabilities | 380.61M | 367.54M | 536.90M | 449.72M | 430.61M | 408.76M | 646.99M | 569.19M | 422.12M | 304.57M | 492.86M | 369.36M |
| Shareholders' Equity | -45.79M | -154.71M | -127.36M | -302.40M | -318.42M | -323.13M | -421.38M | -360.77M | -282.98M | 161.91M | 152.66M | 144.25M |
| Retained Earnings | -136.63M | -135.62M | -130.60M | -161.91M | -179.43M | -197.59M | -303.71M | -246.43M | -167.85M | -95.98M | -54.65M | -39.51M |
| Net Cash (Debt) | 115.85M | 77.66M | 255.91M | 185.53M | 145.04M | 111.25M | 407.39M | 335.15M | 185.28M | 156.69M | 338.35M | 196.58M |
This table shows 12 quarterly periods of Perella Weinberg Partners's balance sheet, from Q2 2026 back to Q3 2023, across 14 line items including cash & equivalents, short-term investments, total current assets. Values in USD; B = billions, M = millions. Fiscal periods follow PWP's reporting calendar. What is a balance sheet?