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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 10 -9.09%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 04/24/2020
Other registrations (1)
Former registrations

WAVE EQUITY PARTNERS LLC

AUM* 498,602,776 33.30%
of that, discretionary 498,602,776 33.30%
Private Fund GAV* 327,057,116 -34.49%
Avg Account Size 29,329,575 17.62%
SMA’s No
Private Funds 17 2
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
381M 327M 272M 218M 163M 109M 54M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count13 GAV$232,052,575
Fund TypeVenture Capital Fund Count4 GAV$95,004,541

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Brochure Summary