WAVERLY ADVISORS, LLC
CRD #115332 SEC #801-60741 BIRMINGHAM, AL 205-871-3334
SEC Registered Private Funds
Total AUM
$28.3B
Discretionary
$23.3B
Employees
384
Clients
--
Accounts
34,313
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| PROMUS ACCESS IV, LP | Private Equity Fund | $479.1M | 131 | RSM US LLP |
| PROMUS ACCESS IV, LP | Private Equity Fund | $479.1M | 131 | RSM US LLP |
| PROMUS ACCESS IV, LP | Private Equity Fund | $479.1M | 131 | RSM US LLP |
| PROMUS ACCESS V, LP | Private Equity Fund | $381.2M | 107 | RSM US LLP |
| PROMUS ACCESS V, LP | Private Equity Fund | $381.2M | 107 | RSM US LLP |
| PROMUS ACCESS V, LP | Private Equity Fund | $381.2M | 107 | RSM US LLP |
| PROMUS ACCESS III, LP | Private Equity Fund | $254.4M | 102 | RSM US LLP |
| PROMUS ACCESS III, LP | Private Equity Fund | $254.4M | 102 | RSM US LLP |
| PROMUS ACCESS III, LP | Private Equity Fund | $254.4M | 102 | RSM US LLP |
| PROMUS ACCESS II, LP | Private Equity Fund | $123.8M | 126 | RSM US LLP |
| PROMUS ACCESS II, LP | Private Equity Fund | $123.8M | 126 | RSM US LLP |
| PROMUS ACCESS II, LP | Private Equity Fund | $123.8M | 126 | RSM US LLP |
| PROMUS REALTY IV, LP | Real Estate Fund | $106.4M | 91 | PLANTE & MORAN, PLLC |
| PROMUS REALTY IV, LP | Real Estate Fund | $106.4M | 91 | PLANTE & MORAN, PLLC |
| PROMUS REALTY IV, LP | Real Estate Fund | $106.4M | 91 | PLANTE & MORAN, PLLC |
| WAVERLY OPPORTUNITY FUND, LP | Other Private Fund | $94.6M | 99 | RICHEY MAY & CO. |
| WAVERLY OPPORTUNITY FUND, LP | Other Private Fund | $94.6M | 99 | RICHEY MAY & CO. |
| WAVERLY OPPORTUNITY FUND, LP | Other Private Fund | $93.5M | 106 | RICHEY MAY & CO. |
| WAVERLY OPPORTUNITY FUND, LP | Other Private Fund | $93.5M | 106 | RICHEY MAY & CO. |
| WAVERLY OPPORTUNITY FUND, LP | Other Private Fund | $93.5M | 106 | RICHEY MAY & CO. |
| PROMUS REALTY III, LP | Real Estate Fund | $92.6M | 93 | PLANTE & MORAN, PLLC |
| PROMUS REALTY III, LP | Real Estate Fund | $92.6M | 93 | PLANTE & MORAN, PLLC |
| PROMUS REALTY III, LP | Real Estate Fund | $92.6M | 93 | PLANTE & MORAN, PLLC |
| WAVERLY OPPORTUNITY FUND, LP | Other Private Fund | $70.9M | 82 | RICHEY MAY & CO. |
| WAVERLY OPPORTUNITY FUND, LP | Other Private Fund | $70.9M | 82 | RICHEY MAY & CO. |
Fund NameWAVERLY OPPORTUNITY FUND, LP
TypeOther Private Fund
GAV$94.6M
Investors99
AuditorRICHEY MAY & CO.
Fund NameWAVERLY OPPORTUNITY FUND, LP
TypeOther Private Fund
GAV$94.6M
Investors99
AuditorRICHEY MAY & CO.
Fund NameWAVERLY OPPORTUNITY FUND, LP
TypeOther Private Fund
GAV$93.5M
Investors106
AuditorRICHEY MAY & CO.
Fund NameWAVERLY OPPORTUNITY FUND, LP
TypeOther Private Fund
GAV$93.5M
Investors106
AuditorRICHEY MAY & CO.
Fund NameWAVERLY OPPORTUNITY FUND, LP
TypeOther Private Fund
GAV$93.5M
Investors106
AuditorRICHEY MAY & CO.
Fund NameWAVERLY OPPORTUNITY FUND, LP
TypeOther Private Fund
GAV$70.9M
Investors82
AuditorRICHEY MAY & CO.
Fund NameWAVERLY OPPORTUNITY FUND, LP
TypeOther Private Fund
GAV$70.9M
Investors82
AuditorRICHEY MAY & CO.