DBA: WAVE EQUITY PARTNERS
| Total AUM | $563.8M |
| Discretionary | $563.8M100% of AUM |
| Client Accounts | 17 |
| Avg Account Size | $33.2M |
| Employees | 9 |
| Peak AUM | $563.8MMar 2026 |
| AUM CAGR | +18.2% /yrover 6 yrs · 19 filings |
Total AUM
$564M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $564M | +13.1% | +14.7% | +22.3% | |
| Discretionary AUM | |||||
| Total AUM | $563.8M |
| Discretionary | $563.8M |
| Employees | 9 |
| Client Accounts | 17 |
Address
67 BATTERYMARCH STREET
BOSTON MA 02109
Phone
617-350-9808
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$564M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $564M |
| +13.1% |
| +14.7% |
| +22.3% |
| Total Accounts | 17 | 0.0% | +4.3% | +9.1% |
| Avg Account Size | $33M | +13.1% | +10.0% | +12.1% |
| Employees | 9 | 10.0% | 6.5% | +5.2% |
| AUM / Employee | $63M | +25.6% | +22.6% | +16.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $564M | +13.1% | +14.7% | +22.3% | |
Client Count Segments | |||||
| Pooled / Fund | 17 | +6.3% | +4.3% | +9.1% | |