WAVESLICE FUND
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 330187
- Registered since
- February 27, 2024
Firm profile
FINTRXOverview
Waveslice Fund is organized as a limited partnership and is registered in 2024 in a capacity tied to commodity pool and trading advisory activity (CPO/CTA). The firm's structure and registration point to a business model built around pooled investment vehicles rather than retail advisory relationships. Waveslice Fund is not identified as an ESG-focused manager, nor is it classified as a capital allocator or multi-state adviser. Public-facing details about fee schedules, target client segments, or a stated investment mandate are not provided, but the CPO/CTA designation suggests a primary emphasis on trading and portfolio management of pooled strategies rather than traditional wrap-fee or advisory separate-account business.
Assets & Accounts
Investments & Alternatives
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
Contacts
3 of 4JOSEPH CHASEN
Limited PartnerCRD 5925428
KEVIN TOLLER
Limited PartnerCRD 6178306
JONATHAN YATES
General PartnerCRD 5823588
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 25 SE 2nd Ave
- Time zone
- ET (UTC-5)
- Office locations
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