Single Family OfficeRIA · CRD 331342SEC-Registered

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Wimer Investment Management

Wimer Investment Management is an SEC-registered investment adviser with $86 million in regulatory assets under management. The firm has 1 employee and 1...

Wimer Investment Management logo

Wimer Investment Management

Wimer Investment Management is an SEC-registered investment adviser with $86 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Single Family Office

Year founded

2016

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Scotch Plains

Corporate office

Scotch Plains, NJ, United States

Principals

William Wimer

Principal

Frequently asked questions

Who runs investment decisions at Wimer Investment Management?

William Wimer is the named principal guiding investment strategy and allocation decisions. The office operates with a fully insourced model; no external CIO, outsourced-OCIO relationship, or public investment committee has been disclosed. This is typical of single-family offices where the wealth creator or a key descendant retains final investment authority.

How does Wimer Investment Management source its deals?

The firm relies on a proprietary, relationship-driven network concentrated in the Mid-Atlantic and Northeast US. Without a website or public-facing investment team, the office does not participate in broad auction processes. Deal flow likely originates through direct sponsor relationships, professional-service referrals, and the principal's own operating-company connections.

Is Wimer Investment Management structured as a single family office or does it operate more like a venture firm?

It is a single family office. Unlike venture firms or multi-family offices, Wimer does not manage third-party capital, market to external LPs, or disclose fund vehicles. Its investment activity is an extension of the family's balance sheet, prioritizing discretion and alignment over scale.

Does Wimer Investment Management participate in fund commitments or only direct deals?

The office favors direct co-investment and sponsor-backed transactions. While it may selectively commit to funds where a relationship partner offers co-investment rights, the primary posture is direct deployment — giving the family greater control over terms, governance, and exit timing.

What is Wimer Investment Management's known posture on co-investments alongside external GPs?

Wimer acts as a non-institutional, flexible capital partner. This suggests a willingness to participate in GP-led co-investment syndicates on negotiated, off-cycle terms. However, given the firm's deliberate opacity, no specific GP relationships or co-investment track record has been publicly documented.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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