WAYCROSS PARTNERS, LLC
CRD #153838 SEC #801-81041 LOUISVILLE, KY 502-410-1900
SEC Registered Private Funds
Total AUM
$865.5M
Discretionary
$865.5M
Employees
12
Clients
0
Accounts
48
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $865.5M | $865.5M | $0 | 12 | 0 |
| Jun 2024 | $548.6M | $548.6M | $0 | 12 | 0 |
| Mar 2024 | $566.1M | $566.1M | $0 | 12 | 0 |
| Oct 2023 | $300.7M | $300.7M | $0 | 12 | 0 |
| Mar 2023 | $300.7M | $300.7M | $0 | 12 | 0 |
| Mar 2022 | $190.2M | $190.2M | $0 | 13 | 0 |
| Aug 2021 | $150.4M | $150.4M | $0 | 11 | 3 |
| Apr 2021 | $150.4M | $150.4M | $0 | 11 | 3 |
| Apr 2021 | $150.4M | $150.4M | $0 | 11 | 3 |
| Mar 2021 | $150.4M | $150.4M | $0 | 11 | 3 |
| Mar 2021 | $120.6M | $120.6M | $0 | 8 | 2 |
| Jul 2020 | $120.6M | $120.6M | $0 | 8 | 2 |
| Jun 2020 | $106.2M | $106.2M | $0 | 7 | 2 |
| Mar 2020 | $106.2M | $106.2M | $0 | 7 | 2 |
| Mar 2019 | $76.5M | $76.5M | $0 | 7 | 1 |
| Feb 2018 | $61.7M | $61.7M | $0 | 7 | 1 |
| Feb 2017 | $51.3M | $51.3M | $0 | 6 | 11 |
| Mar 2016 | $50.9M | $50.9M | $0 | 8 | 11 |
| May 2015 | $35M | $35M | $0 | 7 | 11 |
| Feb 2015 | $35M | $35M | $0 | 7 | 11 |
| Feb 2015 | $35M | $35M | $0 | 7 | 11 |
DateMar 2025
Total AUM$865.5M
Discretionary$865.5M
Non-Disc.$0
Employees12
Clients0
DateJun 2024
Total AUM$548.6M
Discretionary$548.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$566.1M
Discretionary$566.1M
Non-Disc.$0
Employees12
Clients0
DateOct 2023
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$190.2M
Discretionary$190.2M
Non-Disc.$0
Employees13
Clients0
DateAug 2021
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees11
Clients3
DateApr 2021
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees11
Clients3
DateApr 2021
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees11
Clients3
DateMar 2021
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees11
Clients3
DateMar 2021
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees8
Clients2
DateJul 2020
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees8
Clients2
DateJun 2020
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees7
Clients2
DateMar 2020
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees7
Clients2
DateMar 2019
Total AUM$76.5M
Discretionary$76.5M
Non-Disc.$0
Employees7
Clients1
DateFeb 2018
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees7
Clients1
DateFeb 2017
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees6
Clients11
DateMar 2016
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees8
Clients11
DateMay 2015
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees7
Clients11
DateFeb 2015
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees7
Clients11
DateFeb 2015
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees7
Clients11