WAVESLICE FUND

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
330187
Registered since
February 27, 2024

Firm profile

FINTRX

Overview

Waveslice Fund is organized as a limited partnership and is registered in 2024 in a capacity tied to commodity pool and trading advisory activity (CPO/CTA). The firm's structure and registration point to a business model built around pooled investment vehicles rather than retail advisory relationships. Waveslice Fund is not identified as an ESG-focused manager, nor is it classified as a capital allocator or multi-state adviser. Public-facing details about fee schedules, target client segments, or a stated investment mandate are not provided, but the CPO/CTA designation suggests a primary emphasis on trading and portfolio management of pooled strategies rather than traditional wrap-fee or advisory separate-account business.

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

Contacts

3 of 4
  • JOSEPH CHASEN

    Limited PartnerCRD 5925428

  • KEVIN TOLLER

    Limited PartnerCRD 6178306

  • JONATHAN YATES

    General PartnerCRD 5823588

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
25 SE 2nd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth