WEBSTER EQUITY PARTNERS, L.P.
Latest filing: May 01, 2025 (47 days ago)
AUM
$9,451,153,427
26% change vs. 1 year ago
38% change vs. 3 years ago
384% change vs. 5 years ago
1218% change vs. 10 years ago
Employee Count
38
0% change vs. 1 year ago
41% change vs. 3 years ago
171% change vs. 5 years ago
322% change vs. 10 years ago
Main Office
WALTHAM, MA
1000 WINTER STREET, WALTHAM, MA, UNITED STATES, 02451
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $9.5 |
| Non-Discretionary | $0.0 |
| Total | $9.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $9.5 |
| Institutional | $0.0 |
| Total | $9.5 |
| 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 |
|---|---|---|---|
| WEBSTER EQUITY PARTNERS VI GP, LLC | $0.0 | - | |
| WEBSTER EQUITY PARTNERS VI GP FEEDER GP, LLC | $0.0 | - | |
| WEBSTER EQUITY PARTNERS III-B GP, LLC | $0.0 | - | |
| WEBSTER CAPITAL IV GP, LLC | $0.0 | - | |
| WEBSTER EQUITY PARTNERS PINNACLE GP LLC | $0.0 | - | |
| WEBSTER EQUITY PARTNERS V GP, LLC | $0.0 | - | |
| WEBSTER CAPITAL II-A GP, LLC | $0.0 | - | |
| WEBSTER SPV GP, LLC | $0.0 | - | |
| WEBSTER EQUITY PARTNERS III-A GP, LLC | $0.0 | - | |
| WEBSTER EQUITY PARTNERS BRISTOL CF GP LLC | $0.0 | - | |
| WEBSTER EQUITY PARTNERS III BRISTOL CF GP LLC | $0.0 | - | |
| WEBSTER EQUITY PARTNERS IV BRISTOL CF GP LLC | $0.0 | - | |
| WEBSTER CAPITAL III GP, LLC | $0.0 | 291272 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
24 active
| Name | Title |
|---|---|
| MALM, DAVID, P | MANAGING PARTNER, MANAGING MEMBER |
| GREENE, MARK, LEWIS | CFO - MANAGEMENT COMPANY |
| WILLIAMS, DOUG, LEON | MANAGING PARTNER & CHIEF OPERATING OFFICER, MANAGING MEMBER, TRUSTEE |
| VIGNERON, SARAH, KELLY | CHIEF COMPLIANCE OFFICER |
| FARINA, JOSEPH, BERNARD | CFO - FUNDS |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $9.5 | $0.0 | 0% | 38 | 0 | 0% |
| 2025-04-21 | $9.5 | $0.0 | 0% | 38 | 0 | 0% |
| 2024-04-02 | $7.5 | $2.0 | 26% | 38 | 0 | 0% |
| 2023-04-04 | $7.0 | $2.4 | 34% | 34 | 4 | 12% |
| 2022-04-01 | $6.8 | $2.6 | 38% | 27 | 11 | 41% |
| 2021-04-05 | $2.8 | $6.6 | 232% | 23 | 15 | 65% |
| 2020-04-01 | $2.0 | $7.5 | 384% | 14 | 24 | 171% |
| 2019-04-01 | $1.8 | $7.6 | 420% | 16 | 22 | 138% |
| 2018-04-02 | $0.6 | $8.8 | 1413% | 14 | 24 | 171% |
| 2017-04-01 | $0.9 | $8.6 | 993% | 9 | 29 | 322% |
| 2016-04-01 | $0.8 | $8.7 | 1145% | 10 | 28 | 280% |
| 2015-04-01 | $0.7 | $8.7 | 1218% | 9 | 29 | 322% |
| 2014-04-01 | $0.3 | $9.1 | 2910% | 7 | 31 | 443% |
| 2013-04-01 | $0.3 | $9.2 | 3583% | 9 | 29 | 322% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, FL-03/28/2018, MA-03/29/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV