| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Waverly Opportunity Fund, LP | Other Private | $70.9M | $250K |
| Waverly Opportunity Fund II, LP | Other Private | $47.5M | $250K |
| Waverly Income Fund, LP | Other Private | $46.6M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Joseph Gunn Control | Chief Information Officer | Under 5% | 2023 |
| Heath Ryan Echols Control | Chief Technology Officer | Under 5% | 2022 |
| James Robert Lazenby Control | Chief Financial Officer | Under 5% | 2022 |
Waverly Advisors, LLC reports $16.1 billion in regulatory assets under management on its Form ADV.
Waverly Advisors, LLC manages 8 private funds with combined gross assets of $201.1 million.
Waverly Advisors, LLC reports 281 employees.
Waverly Advisors, LLC is based in Birmingham, AL and has been SEC-registered since 2001.
Waverly Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 600 University Park Place, Suite 501, Birmingham, AL 35209 |
| Phone | 205-871-3334 |
| Fax | 205-879-1114 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1568787 |
| Discloses disciplinary history | No |
| Discretionary | $15.66B |
| Non-discretionary | $469.3M |
| Total (RAUM) | $16.13B |