Adage Capital Management, L.P., along with managing members Robert Atchinson and Phillip Gross, filed a Schedule 13G with the SEC disclosing beneficial ownership of 4,066,391 shares of Perella Weinberg Partners Class A Common Stock, with a triggering event date of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: Each of the three reporting persons disclosed beneficial ownership of 4,066,391 shares of Perella Weinberg Partners Class A Common Stock.
  • Percent of class: The 4,066,391 shares represent 5.26% of the class, calculated on a base of 77,293,011 total shares outstanding.
  • No sole voting or dispositive power: All 4,066,391 shares are held with shared voting power and shared dispositive power; sole voting and sole dispositive power are each reported as 0.
  • Shares held through Adage Capital Partners, L.P.: According to the filing, the shares are directly held by Adage Capital Partners, L.P., with Adage Capital Management, L.P. acting as investment manager.
  • Share count basis: The percentage is based on 77,293,011 shares, comprising 75,293,996 shares outstanding as of August 28, 2026, plus 1,999,015 shares issued on September 1, 2026.
  • Triggering event date: The date of the event requiring this filing is reported as September 30, 2026.

Adage Capital Crosses 5% Threshold in Perella Weinberg Partners

According to the Schedule 13G filed on behalf of Adage Capital Management, L.P. (NASDAQ:PWP issuer), Robert Atchinson, and Phillip Gross, the three reporting persons collectively disclosed beneficial ownership of 4,066,391 shares of Perella Weinberg Partners Class A Common Stock, par value $0.0001 per share (CUSIP 71367G102). The filing identifies the triggering event date as September 30, 2026, and was submitted in connection with the reporting persons' positions as investment manager and managing members, respectively.

The filing states that the shares are directly held by Adage Capital Partners, L.P., a Delaware limited partnership, for which Adage Capital Management, L.P. serves as investment manager. Robert Atchinson and Phillip Gross are each identified as managing members of multiple affiliated entities in the Adage Capital structure, including Adage Capital Advisors, L.L.C. and Adage Capital Partners, L.L.C. The percentage of class, reported as 5.26%, was calculated using an aggregate share count of 77,293,011, which the filing derives from 75,293,996 shares outstanding as of August 28, 2026, as reported in a Prospectus Supplement filed September 1, 2026, plus 1,999,015 shares issued by the company on September 1, 2026, as reported in a Form 8-K filed September 3, 2026.

All 4,066,391 shares are reported with shared voting power and shared dispositive power among the reporting persons; sole voting power and sole dispositive power are each listed as 0. The filing certifies that "the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer."

What Was Disclosed

Adage Capital Management, L.P., Robert Atchinson, and Phillip Gross filed a Schedule 13G reporting shared beneficial ownership of 4,066,391 shares, or 5.26%, of Perella Weinberg Partners Class A Common Stock, with a triggering event date of September 30, 2026.