Wavelength Capital Management, LLC

RIASEC RegisteredEst. 2013

Total AUM

$104M

Discretionary

$104M

100% of AUM

Avg account

$104M

Accounts

1

Employees

2

Advisory reps

2

Firm details

Headquarters: Westport, Connecticut
CRD number: 167725
Registered since: October 21, 2013
Website: www.wavelengthcapital.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Wavelength Capital Management, LLC is an institutional registered investment adviser formed in 2013 and organized as an LLC under individual ownership. The firm serves institutional clients and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies. Wavelength does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

1 of 1

Andrew Dassori
Chief Executive OfficerCRD 5386674

Contacts

1 of 1

Mark Landis
Co-Founder & Managing PartnerCRD 1178081

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 18

Active vs passive

$100M in ETFs

Passive

99%

$99M

Active

1%

$1000K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO SENIOR LOAN ETF (BKLN)	Invesco	Passive	Bank Loan	$16M	760,417	15.96%

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Primary office

Westport, CT

Fairfield

Location

Westport, CT

Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Fairfield
Address: 21 Bridge Sq
Time zone: ET (UTC-5)
Office locations

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