Alpha Wave Global, LP

RIASEC RegisteredEst. 2012
Total AUM
$26.7B
Discretionary
$8B
30% of AUM
Avg account
$1.1B
Accounts
24
Employees
113
Advisory reps
8

Firm details

Headquarters
Miami, Florida
CRD number
160894
Registered since
May 1, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.49%
  • Sovereign Wealth Funds9.51%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Alpha Wave Global, LP is a limited partnership that manages pooled investment vehicles for an institutional client base. Registered with the SEC in 2012, the firm operates across hedge fund and private equity strategies and describes itself as a multifaceted fund manager. Its business activity set includes acting as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management for pooled vehicles; it also serves in sponsor/GP/managing-member roles for funds it manages. Alpha Wave charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

3 of 5
  • Matthew Corey

    Matthew Corey

    Co-Chief Operating OfficerCRD 4890820

  • Richard Gerson

    Richard Gerson

    Co-Founder, Chairman and CIOCRD 6020114

  • Cathy Weist

    Cathy Weist

    Chief Operating Officer and General CounselCRD 7320313

Unlock 2 more executives

Contacts

3 of 3
  • Navroz Udwadia

    Navroz Udwadia

    Co-Founder and PartnerCRD 6020115

  • Francis Suarez

    PresidentCRD 8239248

  • Ryan El Khoury

    Ryan El Khoury

    Co-Founder & PartnerCRD 7289191

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
830 Brickell Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth