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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 Oct 1, 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
- Website
- HTTP://WWW.WAVEEP.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | Clients | 16 | 17 | increased by1 |
| Apr 1, 2026 | AUM | $516,764,981 | $563,806,564 | increased by$47,041,583 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 97 | 10 | decreased by87 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 16 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $381,096,457 | $516,764,981 | increased by$135,668,524 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12 | 17 | increased by5 |
| Oct 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Employees | 7 | 97 | increased by90 |
| Apr 1, 2022 | Clients | 11 | 12 | increased by1 |
| Apr 1, 2022 | AUM | $206,340,921 | $381,096,457 | increased by$174,755,536 |
| Apr 1, 2022 | Accounts | 11 | 12 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WAVE EQUITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WAVE 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.