Waldron Private Wealth

Asset Manager SEC-registered adviser

Legal name: Waldron Private Wealth, LLC

Bridgeville, PA Website LinkedIn X

AUM

$5.5B
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

—

Employees

70

Last Form D raise

—

From SEC Form ADV filing (filed Aug 4, 2026). View on SEC

People(7)

Owners and executive officers named on the firm's SEC Form ADV.

B
Benjamin Greenfeld
Chief Investment Officer, Member, and Board of Managers Member
Source: SEC Form ADV
C
Carmen Palmieri
Member
Source: SEC Form ADV
J
John Waldron
Trustee and Beneficiary, Waldron 2008 Family Trust
Source: SEC Form ADV
M
Matthew Helfrich
CEO, Member, and Board of Managers Member
Source: SEC Form ADV
M
Michael Krol
Member
Source: SEC Form ADV
R
Robert Wyche
Member and Board of Managers Member
Source: SEC Form ADV
R
Ryan Fortier
Member and Board of Managers Member
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Waldron Private Equity Fund I, L.P.Private Equity————

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
131063
SEC file number
801-77628

Sources