WAVECREST MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
285540
Registered since
March 9, 2018

Firm profile

FINTRX

Overview

Wavecrest Management Company, LLC is an SEC-registered investment adviser formed as a limited liability company in 2018 and owned by an individual. The firm’s adviser classification is unclassified and it does not position itself as a multi-state adviser, pension consultant, or ESG-focused manager. Its principal activity is operating as a sponsor and general partner, serving as the managing member for pooled investment vehicles rather than delivering traditional retail advisory services. Investment activity centers on private fund formation and management, with an emphasis on venture capital vehicles. The firm’s role is primarily fund-level: establishing fund structures, acting as GP/sponsor, overseeing portfolio construction and manager selection for the funds it runs, and handling related fund administration and governance tasks.

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

1 of 1
  • JOHN LAWRENCE

    Partner & Chief Financial OfficerCRD 6036252

Contacts

2 of 2
  • Deepak Sindwani

    Co-Founder and Managing PartnerCRD 6721751

  • Vaibhav Nalwaya

    Co-Founder and Managing PartnerCRD 6721749

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
535 Boylston St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth