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 |
|---|---|---|---|---|
| WAVERLY INCOME FUND, LP | Other Private Fund | $46.6M | 93 | RICHEY, MAY & CO., LLP |
| WAVERLY INCOME FUND, LP | Other Private Fund | $46.6M | 93 | RICHEY, MAY & CO., LLP |
| PROMUS REALTY II, LP | Real Estate Fund | $32.5M | 89 | PLANTE & MORAN, PLLC |
| PROMUS REALTY II, LP | Real Estate Fund | $32.5M | 89 | PLANTE & MORAN, PLLC |
| PROMUS REALTY II, LP | Real Estate Fund | $32.5M | 89 | PLANTE & MORAN, PLLC |
| WAVERLY GROWTH FUND I, LP | Other Private Fund | $29.5M | 83 | RICHEY MAY & CO., LLP |
| WAVERLY GROWTH FUND I, LP | Other Private Fund | $29.5M | 83 | RICHEY MAY & CO., LLP |
| WAVERLY INCOME FUND, LP | Other Private Fund | $27M | 64 | RICHEY, MAY & CO., LLP |
| WAVERLY INCOME FUND, LP | Other Private Fund | $27M | 64 | RICHEY, MAY & CO., LLP |
| WAVERLY GROWTH FUND I, LP | Other Private Fund | $25.7M | 115 | RICHEY MAY & CO., LLP |
| WAVERLY GROWTH FUND I, LP | Other Private Fund | $25.7M | 115 | RICHEY MAY & CO., LLP |
| WAVERLY GROWTH FUND I, LP | Other Private Fund | $25.7M | 115 | RICHEY MAY & CO., LLP |
| WAVERLY GROWTH FUND I, LP | Other Private Fund | $25.7M | 115 | RICHEY MAY & CO., LLP |
| WAVERLY GROWTH FUND I, LP | Other Private Fund | $25.7M | 115 | RICHEY MAY & CO., LLP |
| WAVERLY GROWTH FUND I, LP | Other Private Fund | $25.7M | 115 | RICHEY MAY & CO., LLP |
| BT SELECT FUND I LP | Other Private Fund | $9.1M | 35 | RICHEY MAY & CO |
| BT SELECT FUND I LP | Other Private Fund | $9.1M | 35 | RICHEY MAY & CO |
| HS SELECT I, LLC | Other Private Fund | $6.7M | 10 | RICHEY MAY & CO. |
| HS SELECT I, LLC | Other Private Fund | $6.7M | 10 | RICHEY MAY & CO. |
| PROMUS ACCESS I, LP | Private Equity Fund | $5.7M | 96 | RSM US LLP |
| PROMUS ACCESS I, LP | Private Equity Fund | $5.7M | 96 | RSM US LLP |
| PROMUS ACCESS I, LP | Private Equity Fund | $5.7M | 96 | RSM US LLP |
| BT SELECT FUND I LP | Other Private Fund | $5.4M | 35 | RICHEY MAY & CO |
| BT SELECT FUND I LP | Other Private Fund | $5.4M | 35 | RICHEY MAY & CO |
| BT SELECT FUND I LP | Other Private Fund | $5.4M | 35 | RICHEY MAY & CO |
Fund NameWAVERLY INCOME FUND, LP
TypeOther Private Fund
GAV$46.6M
Investors93
AuditorRICHEY, MAY & CO., LLP
Fund NameWAVERLY INCOME FUND, LP
TypeOther Private Fund
GAV$46.6M
Investors93
AuditorRICHEY, MAY & CO., LLP
Fund NameWAVERLY GROWTH FUND I, LP
TypeOther Private Fund
GAV$29.5M
Investors83
AuditorRICHEY MAY & CO., LLP
Fund NameWAVERLY GROWTH FUND I, LP
TypeOther Private Fund
GAV$29.5M
Investors83
AuditorRICHEY MAY & CO., LLP
Fund NameWAVERLY INCOME FUND, LP
TypeOther Private Fund
GAV$27M
Investors64
AuditorRICHEY, MAY & CO., LLP
Fund NameWAVERLY INCOME FUND, LP
TypeOther Private Fund
GAV$27M
Investors64
AuditorRICHEY, MAY & CO., LLP
Fund NameWAVERLY GROWTH FUND I, LP
TypeOther Private Fund
GAV$25.7M
Investors115
AuditorRICHEY MAY & CO., LLP
Fund NameWAVERLY GROWTH FUND I, LP
TypeOther Private Fund
GAV$25.7M
Investors115
AuditorRICHEY MAY & CO., LLP
Fund NameWAVERLY GROWTH FUND I, LP
TypeOther Private Fund
GAV$25.7M
Investors115
AuditorRICHEY MAY & CO., LLP
Fund NameWAVERLY GROWTH FUND I, LP
TypeOther Private Fund
GAV$25.7M
Investors115
AuditorRICHEY MAY & CO., LLP
Fund NameWAVERLY GROWTH FUND I, LP
TypeOther Private Fund
GAV$25.7M
Investors115
AuditorRICHEY MAY & CO., LLP
Fund NameWAVERLY GROWTH FUND I, LP
TypeOther Private Fund
GAV$25.7M
Investors115
AuditorRICHEY MAY & CO., LLP