WAUD CAPITAL PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$4.6B
Discretionary
$4.6B
100% of AUM
Avg account
$175M
Accounts
26
Employees
65
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
160632
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Waud Capital Partners is a private equity manager and sponsor that advises pooled investment vehicles for institutional clients. Registered in 2012, the firm serves as general partner and managing member on its funds and runs portfolio management for those vehicles rather than providing wrap-style retail advisory. Its activity is concentrated in private markets: the firm sponsors and operates private equity funds and also allocates to venture capital and commodity strategies. Fee arrangements combine a percentage-of-AUM component with performance-based fees, aligning compensation with realized returns across fund lifecycles. The firm identifies as an active ESG investor, which informs its due diligence and ongoing portfolio oversight. That ESG posture typically translates into screening and monitoring practices at the fund and portfolio company level, and it shapes both investment selection and post-acquisition governance when Waud Capital Partners is the sponsor or GP.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • MARK FLOWER

    Chief Financial Officer & Chief Compliance OfficerCRD 2082147

Contacts

2 of 2
  • MATTHEW CLARY

    PartnerCRD 6019380

  • REEVE WAUD

    Managing PartnerCRD 1499256

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
300 N La Salle Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth