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Waveny Capital Management, LP (San Francisco)


Waveny Capital Management, LP is a large advisory firm based in San Francisco. It manages $203.58 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

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Waveny Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Waveny Capital Management: assets under management

The assets under management (AUM) of Waveny Capital Management, LP is $203.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $203.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $67.86 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Waveny Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Waveny Capital Management, LP performs its advisory services is located at One Letterman Drive, Building D, San Francisco, CA 94129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-635-0120. The normal business hours are 6am-3pm on Monday - Friday. You can find more information about the New York firm at waveny.com.


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