Wave Equity Partners

RIASEC Registered
Total AUM
$564M
Discretionary
$564M
100% of AUM
Avg account
$33.2M
Accounts
17
Employees
9
Advisory reps
4

Firm details

Headquarters
Boston, Massachusetts
CRD number
170642
Registered since
April 24, 2020
Website
waveep.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wave Equity Partners is a privately held investment manager organized as an LLC that runs private funds focused on equity and venture strategies. The firm is registered with the SEC (registered in 2020) and serves an institutional client base. Its business model centers on advising and managing pooled investment vehicles; it also acts as sponsor, general partner, and managing member of those vehicles. Fee terms combine a percentage-of-AUM management fee with performance-based (carry) economics. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
67 Batterymarch St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth