WEBSTER EQUITY PARTNERS, L.P.
Firm details
- Headquarters
- WALTHAM, Massachusetts
- CRD number
- 156729
- Registered since
- March 29, 2012
- Website
- websterequitypartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Webster Equity Partners, L.P. is organized as a limited partnership and operates as a private equity fund manager serving institutional investors. Founded and SEC-registered in 2012, the firm primarily provides portfolio management for pooled investment vehicles and functions in sponsor/GP and managing-member roles for those vehicles. Its compensation model combines a percentage-of-assets fee with performance-based fees, and it identifies as an active ESG investor. Webster is not classified as a capital allocator or pension consultant and is not flagged as a multi-state or newly formed adviser.
Assets & Accounts
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
Owners & executives
3 of 3KENNETH RAGLAND
CFOCRD 8157325
SARAH VIGNERON
Chief Compliance OfficerCRD 2362505
Joseph Farina
Chief Financial OfficerCRD 7818462
Contacts
3 of 3Doug Williams
Managing PartnerCRD 7358556
DAVID MALM
Managing PartnerCRD 2069304
HARRY BROWN
General CounselCRD 8178988
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALTHAM, MA
MIDDLESEX
Location
WALTHAM, MA
Headquartered in WALTHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 950 Winter St
- Time zone
- ET (UTC-5)
- Office locations
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