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Private fund adviser · Waltham, MA

Webster Equity Partners, L.P.

SEC-registered investment adviser · CRD 156729 · SEC 801-74188

At a glance

Webster Equity Partners, L.P. is an SEC-registered investment adviser based in Waltham, Massachusetts, with $10.3 billion in regulatory assets under management as of its Form ADV filed May 1, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 602nd of 4,686 private fund advisers and 1,333rd of 17,210 SEC-registered advisers by assets.

Main office 781-419-1515websterequitypartners.comLinkedInAs filed on Form ADV

Regulatory AUM
$10B
Rank among private fund advisers
#602 of 4,686
Rank among all SEC RIAs
#1,333 of 17,210
Rank in Massachusetts
#93 of 627
Clients
25
Accounts
25
Discretionary
100% of AUM
Employees
36
Advisory staff
22
Offices
3

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Webster Equity Partners, L.P.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles25$10B100%

Private funds

Webster Equity Partners, L.P. reports 27 private funds with $10B in gross assets: private equity funds (Form ADV Item 7.B).

Disciplinary disclosures

Webster Equity Partners, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗websterequitypartners.com ↗

AtlasMembers

The full record on Webster Equity Partners, L.P.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
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Growth over one, three and five years
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Rank against 975 peers of its type and size
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Owners and executives, with titles and stakes
5 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Webster Equity Partners, L.P. manage?

Webster Equity Partners, L.P. reports $10.3 billion in regulatory assets under management across 25 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 1, 2026.

What kind of firm is Webster Equity Partners, L.P.?

Webster Equity Partners, L.P. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.

Who are Webster Equity Partners, L.P.’s clients?

By assets, its largest client types are pooled investment vehicles ($10.3 billion, 25 clients).

Does Webster Equity Partners, L.P. manage private funds?

Yes. It reports 27 private funds with $10.3 billion in gross assets, including private equity funds.

Does Webster Equity Partners, L.P. have any disciplinary history?

Webster Equity Partners, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Webster Equity Partners, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →