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 formed in 2012 that operates as a multi-strategy fund manager with activities spanning hedge fund and private equity strategies. The firm serves institutional clients and performs portfolio management for pooled investment vehicles; it also acts in sponsor/GP and CPO/CTA capacities for funds it manages. Its fee arrangements include asset-based charges, fixed fees, and performance-based compensation. The adviser does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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