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, 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 operates as a multi-strategy investment manager with hedge fund and private equity activities. Registered with the SEC in 2012, the firm serves institutional clients and structures fees across percentage-of-AUM, fixed, and performance-based arrangements. Its regulatory and operating footprint includes roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and as portfolio manager for pooled investment vehicles; the firm also functions as sponsor, general partner, or managing member of pooled vehicles it manages. Alpha Wave does not identify as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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
  • Joseph Schneider

    Joseph Schneider

    Chief Compliance OfficerCRD 3257197

  • Richard Gerson

    Richard Gerson

    Co-Founder, Chairman and CIOCRD 6020114

  • Matthew Corey

    Matthew Corey

    Co-Chief Operating OfficerCRD 4890820

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Contacts

3 of 3
  • Navroz Udwadia

    Navroz Udwadia

    Co-Founder and PartnerCRD 6020115

  • Ryan El Khoury

    Ryan El Khoury

    Co-Founder & PartnerCRD 7289191

  • Francis Suarez

    PresidentCRD 8239248

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, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, 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
830 Brickell Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth