Waveland Capital Partners LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
40054
Registered since
May 9, 1997

Firm profile

FINTRX

Overview

Waveland Capital Partners LLC is organized as a limited liability company that, per the record, is owned at the domestic entity and individual level. The firm’s internal classification is listed as unclassified and it has not been identified as a capital allocator. No business activities, advisory specialties, fee schedules, or client segments are disclosed in the available data. The profile also indicates the firm is not an active ESG investor, is not designated as a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser. The absence of publicly reported advisory activities or operational details suggests Waveland Capital Partners operates with a very limited public footprint. That could reflect a privately held entity with internal or non-public functions, a dormant vehicle, or a small-scale practice that does not report typical client or product information to commercial databases.

Assets & Accounts

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

2 of 2
  • Trisha Prince

    Trisha Prince

    Chief Compliance OfficerCRD 2941980

  • Sam Irvani

    Sam Irvani

    Chief Investment Officer & PartnerCRD 4298335

Contacts

3 of 7
  • John Issa

    PrincipalCRD 1043918

  • John Naslund

    John Naslund

    PartnerCRD 1903094

  • Jamie Harmon

    Jamie Harmon

    Senior Vice PresidentCRD 3243615

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth