SourcingSourcing

WAVE EQUITY PARTNERS LLC

C35
CRD 170642·SEC 801-118541·BOSTON, MA
AUM
$563.8M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WAVE EQUITY PARTNERS LLC
CRD
170642
SEC file #
801-118541
EIN
000000000
DBA names
Wave Equity Partners

Economics

AUM
$563.8M
AUM band
$500M-$1B
AUM trajectory
'21'26
$202.4M → $563.8M▲ +179%
Client mix
Pooled Investment Vehicles17

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
7 advisors → 4 advisors▼ -43%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
facebook.com/waveep(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CROCKER, URIEL, HASKELL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CROCKER, URIEL, HASKELL
ROBINSON, MARK, IVERS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:waveequity.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
19
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001975179
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2023-05-17
Edgar Last Filing Date
2024-09-10
Edgar Form D Count
2
Edgar Form D Offerings
2024-09-102024-09-10 · 0001975179-24-000001
2023-05-172023-05-17 · 0001975179-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
67 BATTERYMARCH STREET5TH FLOORBOSTON, MA 02210
Business
67 BATTERYMARCH STREET5TH FLOORBOSTON, MA 02210
Edgar EIN
000000000
Edgar Recent Filings
D/A2024-09-10 · 0001975179-24-000001
D2023-05-17 · 0001975179-23-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2335449
Trust Company Affiliate
No

People (4)

4
CROCKER, URIEL, HASKELL
Direct Owner · 37.5%
2335449
ROBINSON, MARK, IVERS
Direct Owner · 37.5%
1749532
SAHAY, PRAVEEN, KANT
Direct Owner · 37.5%
6308921
WOLFE, ROBERT, MCWHORTER
Executive Officer · 2.5%
1962987