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 in the dataset as an investment bank. The firm has been SEC-registered since 2003 and is owned by an individual. Recorded attributes indicate it does not operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not supply granular details on its business lines, client segments, fee schedules, or specific advisory activities to FINTRX.
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 4Rosemarie Maljanian
Senior AdvisorCRD 7860390
JEFFREY KARAN
Managing PartnerCRD 1358332
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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