Waveland Capital Partners LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
40054
Registered since
May 9, 1997

Firm profile

FINTRX

Overview

Waveland Capital Partners LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 1997. The firm's ownership is listed as a combination of a domestic entity and an individual, and its classification in the source is "unclassified." The record indicates the firm is not a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state or newly formed adviser. It is also not listed as a pension consultant or as a related adviser in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Sam Irvani

    Sam Irvani

    Chief Investment Officer & PartnerCRD 4298335

  • Trisha Prince

    Trisha Prince

    Chief Compliance OfficerCRD 2941980

Contacts

3 of 8
  • Ante Skorput

    Ante Skorput

    WholesalerCRD 4642666

  • Adam Dooley

    Adam Dooley

    PresidentCRD 2547292

  • John Naslund

    John Naslund

    PartnerCRD 1903094

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
19800 Mac Arthur Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth