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WAVE EQUITY PARTNERS
Legal name: WAVE EQUITY PARTNERS LLC
CRD 170642File 801-118541
APPROVED
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$563.8M
Above cohort median (national)
Discretionary AUM
$563.8M
Clients
17
17 accounts
Employees
9
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 24, 2020
- Principal office
- 67 BATTERYMARCH STREET, 5TH FLOOR, BOSTON, MA, 02109
- Phone
- 617-350-9808
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $563.8M
- Discretionary AUM
- $563.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 17
- Non-discretionary accounts
- 0
- Total accounts
- 17
- AUM per client
- $33.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 17 | $563.8M |
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
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.