Weatherbie Capital, LLC
● SEC registered since 1995CRD 105991SEC# 801-50672Boston, MA
Ranks #2,658 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$1.34B
Fund GAV
$171.3M
Private funds
2
Employees
7
Accounts
80
Location
Boston, MA
Weatherbie Capital, LLC assets under management
Weatherbie Capital, LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 1995. It reports $1.3 billion in regulatory assets under management and employs 7 people. Weatherbie Capital, LLC manages 2 private funds with combined gross assets of $171.3 million, including Weatherbie Growth Fund, L.P. By regulatory assets, it ranks 2,658 of 6,030 private fund managers.
Weatherbie Capital, LLC private funds
2 funds · $171.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Weatherbie Growth Fund, L.P. | Hedge | $139.9M | $500K |
| Weatherbie Long/Short Fund, L.P. | Hedge | $31.3M | $500K |
Weatherbie Capital, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alger Group Holdings, LLC Control | Direct Parent Of Applicant | Over 75% | 2023 |
| Daniel Cayley Chung Control | Chief Executive Officer And President | Under 5% | 2017 |
| Elizabeth Ann Flanders Control | Chief Compliance Officer | Under 5% | 2016 |
| Hal Liebes Control | Chief Operating Officer, Secretary | Under 5% | 2017 |
| Robert Louis Kincel Control | Chief Financial Officer, Treasurer | Under 5% | 2017 |
| Tina Payne Control | Assistant Secretary | Under 5% | 2017 |
| Alexandra Dewey Alger | Stockholder | 25-50% | 2017 |
| Alger Associates, Inc. Control | Indirect Parent Of Applicant | Over 75% | 2017 |
| Hilary Miller Alger | Stockholder | 25-50% | 2017 |
| Nicole Demarigny Alger | Stockholder | 25-50% | 2017 |
Frequently asked questions
How much does Weatherbie Capital, LLC manage?
Weatherbie Capital, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Weatherbie Capital, LLC manage?
Weatherbie Capital, LLC manages 2 private funds with combined gross assets of $171.3 million.
How many employees does Weatherbie Capital, LLC have?
Weatherbie Capital, LLC reports 7 employees.
Where is Weatherbie Capital, LLC located?
Weatherbie Capital, LLC is based in Boston, MA and has been SEC-registered since 1995.
Does Weatherbie Capital, LLC disclose fund performance?
Weatherbie Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 265 Franklin Street, Suite 1603, Boston, MA 02110 |
| Phone | 617-951-2550 |
| Fax | 617-951-2531 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1082045 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.34B▼ 36%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,306 advisers
AUM vs fund managersTop 44%
Larger than 56% of 6,030 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$1.34Bregulatory AUM
Discretionary $1.34B