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WEBSTER EQUITY PARTNERS, L.P.
CRD 156729File 801-74188
APPROVED
Custody
Filing as of May 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.31B
Top 10% of cohort (national)
Discretionary AUM
$10.31B
Clients
25
25 accounts
Employees
36
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 29, 2012
- Principal office
- 950 WINTER STREET, NORTH ENTRANCE, 4TH FLOOR, WALTHAM, MA, 02451
- Phone
- 781-419-1515
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.31B
- Discretionary AUM
- $10.31B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 25
- Non-discretionary accounts
- 0
- Total accounts
- 25
- AUM per client
- $412.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 25 | $10.31B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 38 | 36 | decreased by2 |
| Apr 1, 2026 | Clients | 22 | 25 | increased by3 |
| Apr 1, 2026 | AUM | $9,451,153,427 | $10,313,544,856 | increased by$862,391,429 |
| Apr 1, 2026 | Accounts | 22 | 25 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 38 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 22 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,732,804,791 | $9,451,153,427 | increased by$2,718,348,636 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 22 | increased by11 |
| May 1, 2022 | Clients | 12 | 11 | decreased by1 |
| May 1, 2022 | AUM | $6,826,811,414 | $6,732,804,791 | decreased by$94,006,623 |
| May 1, 2022 | Accounts | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Employees | 23 | 27 | increased by4 |
| Apr 1, 2022 | Clients | 4 | 12 | increased by8 |
| Apr 1, 2022 | AUM | $2,847,026,228 | $6,826,811,414 | increased by$3,979,785,186 |
| Apr 1, 2022 | Accounts | 4 | 12 | increased by8 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEBSTER EQUITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEBSTER EQUITY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.