WAVE EQUITY PARTNERS
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ROBERT WOLFE
COO/CFO/CCOCRD 1962987
Contacts
3 of 3URIEL CROCKER
Founder & Managing DirectorCRD 2335449
MARK ROBINSON
Founder & Managing DirectorCRD 1749532
PRAVEEN SAHAY
Founder & Managing DirectorCRD 6308921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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