Waveedge Partners LLC
Firm details
- Headquarters
- Woodside, California
- CRD number
- 126182
- Registered since
- October 15, 2003
- Website
- www.waveedgecap.com
Firm profile
FINTRXOverview
Waveedge Partners LLC is organized as a limited liability company and is classified as an investment bank. Ownership is listed as individual, and the firm does not identify itself as a capital allocator or an active ESG investor. It is not characterized as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available records. The record provides no detail on the firm’s specific business activities, advisory services, fee schedules, or target client segments, so the scope of client-facing wealth management or transaction-oriented investment banking work is not visible from the data provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Laura Lang
Principal and Chief Financial OfficerCRD 2249418
Contacts
3 of 4
Jeffrey Karan
Managing PartnerCRD 1358332
Mohammadreza Helali
Registered RepresentativeCRD 5580243

John Selig
Managing PartnerCRD 6101436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodside, CA
San Mateo
Location
Woodside, CA
Headquartered in Woodside, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 5 Ranch Rd
- Time zone
- PT (UTC-8)
- Office locations
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