WAVE EQUITY PARTNERS

RIASEC RegisteredEst. 2020
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 limited liability company operating as a private equity and venture capital fund manager. SEC registration began in 2020 and the firm serves institutional clients, acting chiefly as sponsor, general partner and managing member of pooled investment vehicles. Its advisory activity centers on portfolio management for pooled investment vehicles rather than acting as a third-party capital allocator. The firm charges a mix of percentage-of-assets and performance-based fees and identifies as an active ESG investor. Wave Equity Partners is structured to run its own funds and to use both in-house and external manager relationships consistent with its classification as a multifaceted fund manager. Ownership is listed as individual rather than corporate or institutional, and the adviser is not registered as a multi-state adviser.

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

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Client base

Client personas

Owners & executives

1 of 1
  • ROBERT WOLFE

    COO/CFO/CCOCRD 1962987

Contacts

3 of 3
  • URIEL CROCKER

    Founder & Managing DirectorCRD 2335449

  • MARK ROBINSON

    Founder & Managing DirectorCRD 1749532

  • PRAVEEN SAHAY

    Founder & Managing DirectorCRD 6308921

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

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