Waverly Advisors, LLC
● SEC registered since 2001CRD 115332SEC# 801-60741Birmingham, AL
Ranks #421 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$29.78B
Fund GAV
$1.75B
Private funds
19
Employees
414
Accounts
35,709
Location
Birmingham, AL
Waverly Advisors, LLC assets under management
Waverly Advisors, LLC is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2001. It reports $29.8 billion in regulatory assets under management and employs 414 people. Waverly Advisors, LLC manages 19 private funds with combined gross assets of $1.8 billion, including Promus Access IV, LP. By regulatory assets, it ranks 421 of 6,004 private fund managers.
Waverly Advisors, LLC private funds
19 funds · $1.75B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Promus Access IV, LP | Private Equity | $482.9M | $250K |
| Promus Access V, LP | Private Equity | $386.1M | $250K |
| Promus Access III, LP | Private Equity | $262.7M | $200K |
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Join to unlock · $37/moWaverly Advisors, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Joseph Gunn Control | Chief Information Officer | Under 5% | 2023 |
| James Robert Lazenby Control | Chief Financial Officer | Under 5% | 2022 |
| John Brown Cox Control | Chief Economist | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Waverly Advisors, LLC manage?
Waverly Advisors, LLC reports $29.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Waverly Advisors, LLC manage?
Waverly Advisors, LLC manages 19 private funds with combined gross assets of $1.8 billion.
How many employees does Waverly Advisors, LLC have?
Waverly Advisors, LLC reports 414 employees.
Where is Waverly Advisors, LLC located?
Waverly Advisors, LLC is based in Birmingham, AL and has been SEC-registered since 2001.
Does Waverly Advisors, LLC disclose fund performance?
Waverly Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 University Park Place, Suite 501, Birmingham, AL 35209 |
| Phone | 205-871-3334 |
| Fax | 205-879-1114 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1568787 |
| Discloses disciplinary history | No |
Regulatory AUM
$29.78B▲ 105%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 7%
Larger than 93% of 6,004 private-fund managers
Number of fundsTop 13%
More funds than 87% of fund managers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$29.78Bregulatory AUM
Discretionary $25.13BNon-discretionary $4.65B
Fund type mix
Private Equity7
Other Private6
Real Estate5
Hedge1
Service providers
Auditor
Custodian
Administrator