New Wave Loans Residential, LLC

RIASEC RegisteredEst. 2025
Total AUM
$787M
Discretionary
$787M
100% of AUM
Avg account
$197M
Accounts
4
Employees
16
Advisory reps
4

Firm details

Headquarters
North Miami Beach, Florida
CRD number
326888
Registered since
June 20, 2025
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New Wave Loans Residential, LLC is an institutional registered investment adviser that provides portfolio management for pooled investment vehicles. The firm is organized as an LLC and became SEC-registered in 2025. Its client base is institutional, its owner type is listed as an individual, and it operates as an adviser and sponsor — including roles as sponsor/GP/managing member of pooled vehicles. New Wave does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not a pension consultant. Its fee structure is recorded as "other" rather than a standard asset-fee schedule, and it is not characterized as a capital allocator.

Assets & Accounts

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

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Joel Eidelstein

    Joel Eidelstein

    Managing Partner and FounderCRD 1532470

  • Mark Feldman

    Mark Feldman

    Managing PartnerCRD 6035616

  • Ryan Powers

    PartnerCRD 7737314

Unlock 1 more contacts

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

North Miami Beach, FL

Miami Dade

Location

North Miami Beach, FL

Headquartered in North 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
3323 Ne 163rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth