← Tributary

WEBSTER EQUITY PARTNERS, L.P.

WALTHAM, MA · CRD 156729 · IAPD ↗ · 781-419-1515

$10.31BRegulatory AUM
22Advisory reps
36Employees
0Clients
n/aPlanning clients
27Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — WEBSTER EQUITY PARTNERS, L.P. reported RAUM up 26% ($7.50B -> $9.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — WEBSTER EQUITY PARTNERS, L.P. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.