Wave Equity Partners LLC

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Assets, Funds, Holdings

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Wave Equity Partners LLC
CRD #170642
SEC #801-118541
CIK #
AUM $480.5 MM (2024-03-28)
Employees 10 (40% Investors, 0% Brokers)
Phone617-350-9808
Address67 Batterymarch Street
Boston, MA 02109
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
50040030020010002009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Wave Equity Warehouse II LP 2024-03-28 5.7
PE Wave Equity Warehouse LP 2024-03-28 26.0
PE Wave Equity Fund III LP 2023-03-31 54.3
PE Wave Equity Warehouse LLC 2023-03-31 18.7
PE Wave Factorial Energy I LLC 2023-03-31 8.5
PE Wave Opportunity Fund I LP 2023-03-31 0.0
PE Wave Chasm Co-Invest II LLC 2022-03-29 3.1
PE Wave Chasm Co-Invest I LLC 2022-03-29 3.0
PE Wave AAC Co-Invest II LLC 2020-03-27 1.3
PE Wave AAC Co-Invest I LLC 2020-03-27 1.7
View All
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 15 480.5
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 16 480.5
By Discretionary
Discretionary 16 480.5
Non-Discretionary 0 0.0
Total 16 480.5
By Non-United States Persons
Non-United States Persons 186.8
United States Persons 293.7
Total 16 480.5
Form D Directors # Filings # Firms 2011 - 2024
Charles Bridge 7
Mark Robinson 36
Praveen Sahay 21
Walter Schroeder 7
Wave Equity Partners LLC 6
Robert Roeper 5
U Haskell Crocker 3
Charles Bridge Jr 3
Wave Equity II GP LLC 2
Wave Equity LLC 2
View All
Comparable Firms State AUM ($BB)
CCC Advisors LLC
TX 0.5
9Yards Capital Management LP
NY 0.5
McGinty Road Partners LP
MN 0.5
Realization Capital Partners Management LLC
CA 0.5
Forge Global Advisors LLC
CA 0.5
Navimed Capital Advisors LLC
VA 0.5
Capitala Private Advisors LLC
NC 0.5
Shorehill Capital LLC
IL 0.5
Turnspire Capital Partners LLC
NY 0.5
SER Capital Partners Management LP
CA 0.5
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