WEBSTER EQUITY PARTNERS, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$10.3B
Discretionary
$10.3B
100% of AUM
Avg account
$413M
Accounts
25
Employees
36
Advisory reps
6

Firm details

Headquarters
WALTHAM, Massachusetts
CRD number
156729
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Webster Equity Partners, L.P. is organized as a limited partnership and operates as a private equity fund manager serving institutional investors. Founded and SEC-registered in 2012, the firm primarily provides portfolio management for pooled investment vehicles and functions in sponsor/GP and managing-member roles for those vehicles. Its compensation model combines a percentage-of-assets fee with performance-based fees, and it identifies as an active ESG investor. Webster is not classified as a capital allocator or pension consultant and is not flagged as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • KENNETH RAGLAND

    CFOCRD 8157325

  • SARAH VIGNERON

    Chief Compliance OfficerCRD 2362505

  • Joseph Farina

    Chief Financial OfficerCRD 7818462

Contacts

3 of 3
  • Doug Williams

    Managing PartnerCRD 7358556

  • DAVID MALM

    Managing PartnerCRD 2069304

  • HARRY BROWN

    General CounselCRD 8178988

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WALTHAM, MA

MIDDLESEX

Location

WALTHAM, MA

Headquartered in WALTHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
950 Winter St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth