ALPHA WAVE GLOBAL, LP

RIASEC RegisteredEst. 2012
Total AUM
$26.7B
Discretionary
$8B
30% of AUM
Avg account
$1.1B
Accounts
24
Employees
113
Advisory reps
8

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
160894
Registered since
May 1, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.49%
  • Sovereign Wealth Funds9.51%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Alpha Wave Global, LP is a limited partnership that has been SEC-registered since 2012 and positions itself as a multi-strategy manager with both hedge fund and private equity activity. The firm serves institutional clients and conducts portfolio management for pooled investment vehicles; it also operates in roles typical of sponsors and general partners, including acting as a managing member of pooled vehicles. Alpha Wave’s regulatory/business disclosures list CPO/CTA activity, indicating involvement with commodity pool or trading-advice operations in addition to its pooled-vehicle advisory work. Fee arrangements reported include asset-based fees, fixed fees and performance-based compensation. Ownership is listed as a mix of domestic entities and individuals. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

3 of 5
  • MATTHEW COREY

    Co-Chief Operating OfficerCRD 4890820

  • RICHARD GERSON

    Co-Founder, Chairman and CIOCRD 6020114

  • CATHY WEIST

    Chief Operating Officer and General CounselCRD 7320313

Unlock 2 more executives

Contacts

3 of 3
  • NAVROZ UDWADIA

    Co-Founder and PartnerCRD 6020115

  • FRANCIS SUAREZ

    CRD 8239248

  • RYAN EL KHOURY

    Co-Founder & PartnerCRD 7289191

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2340 Collins Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth