Hedge Fund Database

WEBSTER EQUITY PARTNERS, L.P.

Adviser information for WEBSTER EQUITY PARTNERS, L.P. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 38
Investment Advisory/Research 24
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 19 $7.5B
Non-Discretionary 0 $0
Total 19 $7.5B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 19 $7.5B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-74188
SEC ERA File Number 801-74188
SEC CIK Numbers None
SEC CRD Numbers 156729
Legal Entity Identifier None

Principal Office

1000 WINTER STREET
WALTHAM
MA
United States
Monday - Friday, 9-6
Tel: 781-419-1515, Fax: 781-419-1516

Websites

www.linkedin.com/company/webster-equity-partners websterequitypartners.com

Chief Compliance Officer

SARAH VIGNERON
350 ROYAL PALM WAY
SUITE 405
PALM BEACH
FL
United States
Tel: 781-419-1538
(Full email address available in API data)

Regulatory Contact

MARK GREENE
CFO
1000 WINTER ST.
WALTHAM
MA
United States
Tel: 781-419-1508
(Full email address available in API data)

Industry Affiliates

WEBSTER CAPITAL II-A GP, LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER CAPITAL III GP, LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER CAPITAL IV GP, LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER EQUITY PARTNERS BRISTOL CF GP LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER EQUITY PARTNERS III BRISTOL CF GP LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER EQUITY PARTNERS III-A GP, LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER EQUITY PARTNERS III-B GP, LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER EQUITY PARTNERS IV BRISTOL CF GP LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER EQUITY PARTNERS PINNACLE GP LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER EQUITY PARTNERS V GP, LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER EQUITY PARTNERS VI GP FEEDER GP, LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER EQUITY PARTNERS VI GP, LLC Sponsor, GP, manager of pooled investment vehicles
WEBSTER SPV GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CRACKATUXET SPE, L.P. Private Equity Fund $130.4M $0.1M 4
SUNCOINVEST VEHICLE, L.P. Private Equity Fund $0.1M $0.1M 5
WASQUE II SPE, L.P. Private Equity Fund $186.9M $0.1M 1
WASQUE PARTNERS SPE, L.P. Private Equity Fund $467.4M $0.1M 2
WEBSTER CAPITAL II-A, L.P. Private Equity Fund $430.2M $0.1M 28
WEBSTER CAPITAL III, LP Private Equity Fund $5.4M $0.1M 73
WEBSTER CAPITAL IV, L.P. Private Equity Fund $1,753.5M $1.0M 122
WEBSTER CASCADE AGGREGATOR II, L.P. Private Equity Fund $26.8M $0.1M 3
WEBSTER CASCADE AGGREGATOR, L.P. Private Equity Fund $59.7M $0.1M 3
WEBSTER CVM CO-INVESTMENT FUND, L.P. Private Equity Fund $568.7M $0.1M 11
WEBSTER EQUITY PARTNERS BRISTOL CF, L.P. Private Equity Fund $702.8M $0.1M 36
WEBSTER EQUITY PARTNERS III BRISTOL CF, L.P. Private Equity Fund $26.3M $0.1M 4
WEBSTER EQUITY PARTNERS III-A, L.P. Private Equity Fund $1,467.7M $0.1M 57
WEBSTER EQUITY PARTNERS III-B, L.P. Private Equity Fund $0.0M $0.0M 0
WEBSTER EQUITY PARTNERS IV BRISTOL CF, L.P. Private Equity Fund $55.3M $0.1M 18
WEBSTER EQUITY PARTNERS PINNACLE, L.P. Private Equity Fund $269.5M $0.1M 16
WEBSTER EQUITY PARTNERS V-B, L.P. Private Equity Fund $4.7M $0.1M 12
WEBSTER EQUITY PARTNERS V, L.P. Private Equity Fund $1,854.7M $0.1M 145
WEBSTER EQUITY PARTNERS VI GP FEEDER, L.P. Private Equity Fund $0.0M $0.0M 0
WEBSTER EQUITY PARTNERS VI-B, L.P. Private Equity Fund $0.0M $0.0M 0
WEBSTER EQUITY PARTNERS VI, L.P. Private Equity Fund $0.0M $5.0M 0
WEBSTER OCEANS CO-INVESTMENT FUND, L.P. Private Equity Fund $84.0M $0.1M 7

Control Persons

Name Type Entity Title Since Ownership
MALM, DAVID, P Individual – MANAGING PARTNER 02/2018 > 75%
GREENE, MARK, LEWIS Individual – CFO - MANAGEMENT COMPANY 01/2012 < 5%
Williams, Doug, Leon Individual – MANAGING PARTNER & CHIEF OPERATING OFFICER 03/2021 < 5%
WASQUE PARTNERS SPE L.P. Domestic Entity – MEMBER 04/2021 25-50%
WASQUE PARTNERS GP LLC Domestic Entity WASQUE PARTNERS SPE L.P. GENERAL PARTNER 03/2021
WASQUE PARTNERS LLC Domestic Entity WASQUE PARTNERS GP LLC MANAGING MEMBER 03/2021 > 75%
MALM, DAVID, P Individual WASQUE PARTNERS LLC MANAGING MEMBER 03/2021 50-75%
Williams, Doug, Leon Individual WASQUE PARTNERS LLC MANAGING MEMBER 03/2021
DOUGLAS L WILLIAMS DECLARATION OF TRUST DATED JANUARY 8, 2015, AS AMENDED Domestic Entity WASQUE PARTNERS LLC MEMBER 03/2021 25-50%
Williams, Doug, Leon Individual DOUGLAS L WILLIAMS DECLARATION OF TRUST DATED JANUARY 8, 2015, AS AMENDED TRUSTEE 01/2015
LANDMARK ACQUISITION FUND 26 MEND, L.P. Domestic Entity WASQUE PARTNERS SPE L.P. LIMITED PARTNER 03/2021 > 75%
LANDMARK EQUITY PARTNERS XVI-GP, L.P. Domestic Entity LANDMARK ACQUISITION FUND 26 MEND, L.P. GENERAL PARTNER 03/2021
LANDMARK EQUITY PARTNERS XVI, L.P. Domestic Entity LANDMARK ACQUISITION FUND 26 MEND, L.P. LIMITED PARTNER 03/2021 > 75%
LANDMARK EQUITY ADVISORS LLC Domestic Entity LANDMARK EQUITY PARTNERS XVI-GP, L.P. GENERAL PARTNER 04/1998
LANDMARK PARTNERS LLC Domestic Entity LANDMARK EQUITY ADVISORS LLC MEMBER 04/2011 > 75%
VIGNERON, SARAH, KELLY Individual – CHIEF COMPLIANCE OFFICER 09/2021 < 5%
ARES MANAGEMENT LLC Domestic Entity LANDMARK PARTNERS LLC MEMBER 08/2021 > 75%
ARES MANAGEMENT HOLDINGS L.P. Domestic Entity ARES MANAGEMENT LLC MEMBER 12/2010 > 75%
ARES HOLDCO LLC Domestic Entity ARES MANAGEMENT HOLDINGS L.P. GENERAL PARTNER 07/2016
ARES MANAGEMENT CORPORATION Domestic Entity ARES HOLDCO LLC MEMBER 03/2021 > 75%
ARES HOLDINGS LP Domestic Entity ARES MANAGEMENT HOLDINGS L.P. LIMITED PARTNER 12/2010 > 75%
ARES OWNERS HOLDINGS L.P. Domestic Entity ARES HOLDINGS LP LIMITED PARTNER 05/2007 50-75%
ARES PARTNERS HOLDCO LLC Domestic Entity ARES OWNERS HOLDINGS L.P. GENERAL PARTNER 05/2014
Farina, Joseph, Bernard Individual – CFO - FUNDS 10/2023 < 5%

No. Employees, Historic

40200201920202021202220232024202516 on 5/1/201916 on 5/9/201914 on 3/26/202023 on 3/31/202123 on 5/7/202123 on 7/6/202123 on 9/21/202123 on 10/5/202127 on 3/31/202227 on 4/29/202227 on 9/15/202227 on 1/9/202327 on 1/18/202334 on 3/31/202334 on 4/28/202334 on 10/5/202338 on 3/28/2024

RAUM, Historic

8B4B020192020202120222023202420251818087187 on 5/1/20191818087187 on 5/9/20191951144273 on 3/26/20202847026228 on 3/31/20212847026228 on 5/7/20212847026228 on 7/6/20212847026228 on 9/21/20212847026228 on 10/5/20216826811414 on 3/31/20226732804791 on 4/29/20226732804791 on 9/15/20226732804791 on 1/9/20236732804791 on 1/18/20237035475564 on 3/31/20237035475564 on 4/28/20237035475564 on 10/5/20237496279525 on 3/28/2024

No. Clients, Historic

2010020192020202120222023202420257 on 5/1/20197 on 5/9/20197 on 3/26/20204 on 3/31/20214 on 5/7/20214 on 7/6/20214 on 9/21/20214 on 10/5/202112 on 3/31/202211 on 4/29/202211 on 9/15/202211 on 1/9/202311 on 1/18/202316 on 3/31/202316 on 4/28/202316 on 10/5/202319 on 3/28/2024