Waycross Partners, LLC

RIASEC RegisteredEst. 2015

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$23.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Louisville, Kentucky
CRD number: 153838
Registered since: March 3, 2015
Website: waycrosspartners.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: State / Municipal Government65.75%
Investment Companies21.26%
Pension & Profit Sharing Plans10.1%
HNWI2.56%
Corporations / Businesses0.33%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Waycross Partners, LLC is an SEC-registered investment adviser formed in 2015 and organized as an LLC. The firm provides discretionary portfolio management across client types, serving individuals and families, investment companies, and business or institutional clients. Compensation comes through asset-based fees and fixed-fee arrangements. Waycross does not identify as an active ESG investor and is not registered as a multi-state adviser. Operationally, the firm has affiliations on the sponsor and manager side of pooled vehicles; it acts in roles such as adviser, general partner, and managing member for investment vehicles it sponsors. The organization is classified as an owner-type domestic entity with individual ownership components.