WAYSTONE ASSET MANAGEMENT (USA) LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 315393
- Registered since
- April 3, 2025
- Website
- www.waystone.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Waystone Asset Management (USA) LLC is structured as a limited liability company and is registered with the SEC as of 2025. The firm is classified as a hedge fund and operates in a CPO/CTA capacity, providing portfolio management for pooled investment vehicles and performing adviser selection for those vehicles. Its client base is institutional, and it charges a mix of percentage-of-assets and fixed fees. Waystone is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MARK WIMER
Chief Investment OfficerCRD 4587861
MICHEAL KLEIN
Chief Financial OfficerCRD 6027927
Contacts
2 of 2ANGELA Leyesa
Head of ComplianceCRD 5629167
MAYSAM KAZEMI
PresidentCRD 5369840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 70 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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