Waveland Capital Partners LLC

Broker-DealerFINRA MemberEst. 1997

Total AUM

—

Advisory reps

10

Avg account

$0

Firm details

Headquarters: Irvine, California
CRD number: 40054
Registered since: May 9, 1997
Website: wavelandgroup.com

Firm profile

FINTRX

Overview

Waveland Capital Partners LLC is an LLC that has been SEC-registered since 1997. FINTRX classifies the firm as "Unclassified." Ownership is listed as a combination of a domestic entity and an individual. The firm does not appear to act as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. It is not listed as a pension consultant or as a related adviser in the FINTRX dataset.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Trisha Prince
Chief Compliance OfficerCRD 2941980
Sam Irvani
Chief Investment Officer & PartnerCRD 4298335

Contacts

3 of 8

John Issa
PrincipalCRD 1043918
John Naslund
PartnerCRD 1903094
Jamie Harmon
Senior Vice PresidentCRD 3243615

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: Orange
Address: 19800 Mac Arthur Blvd
Time zone: PT (UTC-8)
Office locations

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