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 has been SEC-registered since 2003. Public registry entries classify the firm as an investment bank and list its ownership as an individual proprietor. Filings indicate the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser, was not recently formed, and does not present itself as a pension consultant or related adviser.
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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