Waverly Advisors LLC

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Waverly Advisors LLC ✚
CRD #	115332
SEC #	801-60741
CIK #	0001568787
AUM	$29.8 B (2026-06-03)
Employees	414 (48% Investors, 0% Brokers)
Phone	205-871-3334
Address	600 University Park Place Birmingham, AL 35209
Source	[IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]

Total AUM ($B) Copy

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
PE	Tersus Co-Investment Holdings LLC	[2026-03-31]	26.0	20.8
Other	Waverly Growth Fund II LP	2026-03-31		8.5
PE	Promus Access V LP	[2025-03-28]	429.3	386.1
RE	Promus Realty IV LP	[2024-03-29]	102.0	105.8
PE	Promus Access IV-A LP	[2023-03-31]	4.1	48.5
Other	Waverly Growth Fund I LP	[2022-10-18]	48.5	28.7
Other	Waverly Income Fund LP	[2022-10-18]	64.4	63.4
PE	Promus Access IV LP	[2022-03-31]	253.3	482.9
RE	Promus Realty III LP	[2021-03-30]	92.5	90.6
Other	HS Select I LLC	[2020-03-26]	26.0	0.5
Other	BT Select Fund I LP	[2019-05-20]	11.3	5.1
PE	Promus Access III LP	[2019-03-30]	6.0	262.7
RE	Promus Realty II LP	[2018-03-29]	50.4	30.1
Other	Waverly Opportunity Fund II LP	[2018-03-28]	43.8	47.5
PE	Promus Access II LP	[2017-03-31]	102.7	120.1
Other	Waverly Opportunity Fund LP	[2016-03-03]	63.6	90.2
RE	Promus Realty Income I LP	[2014-07-18]	34.1	4.0
PE	Promus Access I LP	[2013-06-05]	56.0	5.6
HF	Haines Opportunity Portfolio II LLC Class A	2012-03-29		0.2
HF	Haines Opportunity Portfolio II LLC Class B	2012-03-29		0.1
RE	HFA Ltd	2012-03-29		0.9

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	8,621	3.8
(b) Individuals (high net worth individuals)	4,302	17.4
(c) Banking or thrift institutions	2	0.0
(d) Investment companies	1	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	27	1.8
(g) Pension and profit sharing plans	453	4.9
(h) Charitable organizations	81	0.8
(i) State or municipal government entities	1	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	1	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	200	1.1
(n) Other	0	0.0
Total	35,709	29.8
By Discretionary
Discretionary	34,106	25.1
Non-Discretionary	1,603	4.7
Total	35,709	29.8
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		29.8
Total	35,709	29.8

Form D Directors	# Filings	# Firms
Steven Brown	65	5
Brian Musso	21	4
Ryan Crawford	20	4
J Musso	15	4
Andrew Code	14	4
Sarah Wuellner	14	3
Promus Asset Management LLC	10	3
Scott Craig	9	2
Joseph Chang	8	2
Dan Andrews	7	2
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001568787]

Comparable Firms	State	AUM ($B)
Morgan Stanley AIP GP LP ✚	PA	40.9
Strategic Investment Management LLC ✚	VA	35.5
Luther King Capital Management Corporation ✚	TX	31.5
Tiedemann Advisors LLC ✚	NY	31.0
Oxford Financial Group Ltd LLC ✚	IN	23.3
Jordan Park Group LLC ✚	CA	23.3
Ehrenkranz Partners LP ✚	NY	21.5
Gordian Capital Singapore Private Limited ✚		21.1
Offit Capital Advisors LLC ✚	NY	20.6
Summit Trail Advisors LLC ✚	NY	19.9

Assets, Funds, Holdings