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
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Wavelength Capital Management, LLC is a small, SEC-registered investment adviser that provides portfolio management services to investment companies. The firm, registered in 2013 and operated as an individually owned limited liability company, runs a concentrated, institutional-focused practice that charges fees as a percentage of assets under management. Its public filings indicate a strategy built around liquid, ETF-based exposures rather than direct stock picking, with particular emphasis on income-oriented and credit-sensitive ETFs. The firm is not positioned as an ESG investor and does not report multi-state adviser status. Its advisory mandate centers on managing pooled investment vehicles rather than retail wealth-management relationships, which aligns with the single-client footprint reflected in its AUM and account figures.

Assets & Accounts

Public Holdings

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
  • ANDREW DASSORI

    Chief Executive OfficerCRD 5386674

Contacts

1 of 1
  • MARK LANDIS

    Co-Founder & Managing PartnerCRD 1178081

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 18

Active vs passive

$100M in ETFs

Passive

99%

$99M

Active

1%

$1000K

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO SENIOR LOAN ETF (BKLN)InvescoPassiveBank Loan$16M760,41715.96%

Location

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth