RIA Intel›Advisers›Massachusetts›WEBSTER EQUITY PARTNERS, L.P.

WEBSTER EQUITY PARTNERS, L.P.

Advisory

N·WALTHAM, MA

Data as of May 1, 2026 · Source: SEC Form ADV

Total AUM
$10.3B
1-Year AUM Growth
+26.1%
3-Year CAGR
+11.4%
Employees
22
Assets Under Management
Total AUM$10.3B
Discretionary AUM$10.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees22
Investment Advisers36
Employee Growth (1Y)-8.3%
Filing History
Total Filings on Record36
First FilingFeb 15, 2012
Latest FilingMay 1, 2026
🔒 Full AUM trend chart and 36 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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