WAUD CAPITAL PARTNERS
Latest filing: Mar 31, 2025 (79 days ago)
AUM
$4,621,551,040
1% change vs. 1 year ago
13% change vs. 3 years ago
44% change vs. 5 years ago
259% change vs. 10 years ago
Employee Count
68
-3% change vs. 1 year ago
-4% change vs. 3 years ago
-4% change vs. 5 years ago
209% change vs. 10 years ago
Main Office
CHICAGO, IL
300 NORTH LASALLE STREET, CHICAGO, IL, UNITED STATES, 60654
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.6 |
| Non-Discretionary | $0.0 |
| Total | $4.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $4.6 |
| Institutional | $0.0 |
| Total | $4.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| WAUD CAPITAL PARTNERS MANAGEMENT VI, L.P. | $0.0 | - | |
| WAUD CAPITAL PARTNERS MANAGEMENT III, L.P. | $0.0 | - | |
| WAUD CAPITAL PARTNERS MANAGEMENT V, L.P. | $0.0 | - | |
| WAUD CAPITAL PARTNERS MANAGEMENT IV, L.P. | $0.0 | - | |
| WCP IVYREHAB CF GP, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $4.6 | $0.0 | 0% | 68 | 0 | 0% |
| 2025-04-21 | $4.6 | $0.0 | 0% | 68 | 0 | 0% |
| 2024-04-02 | $4.6 | $0.1 | 1% | 70 | -2 | -3% |
| 2023-04-04 | $4.6 | $0.0 | 0% | 72 | -4 | -6% |
| 2022-04-01 | $4.1 | $0.5 | 13% | 71 | -3 | -4% |
| 2021-04-05 | $3.3 | $1.4 | 42% | 67 | 1 | 1% |
| 2020-04-01 | $3.2 | $1.4 | 44% | 71 | -3 | -4% |
| 2019-04-01 | $1.9 | $2.7 | 146% | 38 | 30 | 79% |
| 2018-04-02 | $1.6 | $3.0 | 184% | 32 | 36 | 112% |
| 2017-04-01 | $1.8 | $2.8 | 157% | 27 | 41 | 152% |
| 2016-04-01 | $2.1 | $2.5 | 117% | 24 | 44 | 183% |
| 2015-04-01 | $1.3 | $3.3 | 259% | 22 | 46 | 209% |
| 2014-04-01 | $1.2 | $3.5 | 298% | 17 | 51 | 300% |
| 2013-04-01 | $1.0 | $3.6 | 348% | 17 | 51 | 300% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, IL-04/25/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV