NEW WAVE LOANS RESIDENTIAL, LLC

RIASEC RegisteredEst. 2025
Total AUM
$787M
Discretionary
$787M
100% of AUM
Avg account
$197M
Accounts
4
Employees
16
Advisory reps
4

Firm details

Headquarters
NORTH MIAMI BEACH, Florida
CRD number
326888
Registered since
June 20, 2025
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New Wave Loans Residential, LLC is a limited liability company that registered with the SEC in 2025 and operates as an adviser to pooled investment vehicles. The firm’s client base is institutional and it is individually owned. Its stated advisory activity is portfolio management for pooled investment vehicles, and it also functions as a sponsor, general partner and managing member of pooled vehicles as well as sponsor of limited partnerships outside pooled vehicles. New Wave Loans is not positioned as an ESG investor, is not a multi-state adviser, and does not identify as a capital allocator; fee arrangements are listed as “other,” suggesting bespoke or nonstandard fee terms for its institutional relationships. The firm manages a concentrated set of institutional relationships and structures vehicles through which it exercises discretionary management authority. That structure implies active portfolio management and fund-level decision making rather than serving a broad retail base or acting primarily as a sub-advisor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 4
  • JOEL EIDELSTEIN

    Managing Partner and FounderCRD 1532470

  • MARK FELDMAN

    Managing PartnerCRD 6035616

  • RYAN POWERS

    PartnerCRD 7737314

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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

NORTH MIAMI BEACH, FL

MIAMI DADE

Location

NORTH MIAMI BEACH, FL

Headquartered in NORTH MIAMI BEACH, 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
3323 NE 163rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth