Key facts
- WAVERLY ADVISORS, LLC is a private equity firm based in BIRMINGHAM, AL.
- WAVERLY ADVISORS, LLC reports $17.5M in regulatory assets under management across 19 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 115332- Regulatory AUM
- $17.5M
- Private fund assets
- $1.8B
- Private funds
- 19 · 7 private equity, 1 hedge, 5 real estate, 6 other
- Staff
- 414
- Registered office
- BIRMINGHAM, AL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for WAVERLY ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WAVERLY ADVISORS, LLC's AUM?
- WAVERLY ADVISORS, LLC manages approximately $17.5M in assets.