Waycross Partners, LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 153838
- Website
- waycrosspartners.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government65.75%
- Investment Companies21.26%
- Pension & Profit Sharing Plans10.1%
- HNWI2.56%
- Corporations / Businesses0.33%
Firm profile
FINTRXOverview
Waycross Partners, LLC is a privately held advisory firm that serves both individual and family clients as well as institutional investors. Its client fees are charged on a percentage-of-AUM basis and via fixed fees, and the firm does not identify as an active ESG investor. Waycross functions beyond a pure advisory role: it is involved as an investment adviser and sponsor and serves as general partner/managing member for pooled investment vehicles, indicating a governance and fund-sponsor capability in addition to portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Christopher Greco
CEO & PrincipalCRD 2665772
Contacts
2 of 2
Christopher Herb
CCOCRD 2921337
Benjamin Thomas
FounderCRD 3013937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.6M in ETFs
100%
$1.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $1.6M | 16,000 | 100.00% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 4965 Us Highway 42
- Time zone
- CT (UTC-6)
- Office locations
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