Waverly Opportunity Fund LP

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Fund Information and Directors

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Waverly Opportunity Fund LP
Firm Waverly Advisors LLC
Fund #805-4712852275
CIK #0001666340
Sale2016-02-01 (63.6 M Sold)
FundOther Private Fund
Phone2058713334
Address600 University Park Pl
Birmingham, Alabama 35205
Source [EDGAR] [IAPD]
Fund AUM and Sold ($M)
1108866442202010201520212027
Fund Details
DirectorWaverly Advisors LLC, Waverly Funds Group LLC, BT Funds Group LLC
CustodianFirst Horizon Bank, Commerceone, Iberiabank, Northbrook Bank and Trust Company
AuditorRichey May & Co
Marketer
Broker
Jurisdiction
Form D Offering
Filed2024-10-17 (D/A)
Exemption3(c), 3(c)(1)
Minimum$250,000
RemainingIndefinite
DurationMore than one year
Net AssetsDecline to Disclose
Investors103
DirectorsRole2011 - 2026
BT Wealth Management LLC Executive Officer
BT Funds Group LLC Executive Officer
Scott Craig Executive Officer
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tony@aum13f.com