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Tersus Co-Investment Holdings, LLC

Private Equity FundFund ID 805-5584421425Delaware, United States
Gross assets
$20.8M
Min. investment
$3K
Beneficial owners
98
Size rank
Top 69%
Audited
Yes
Structure
Standalone

About this fund

Tersus Co-Investment Holdings, LLC is a private equity fund managed by Waverly Advisors, LLC. The fund reports $20.8 million in gross assets, placing it among the top 69% of private funds by size. The stated minimum investment is $2,500. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-5584421425
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Promus Access IV, LPPrivate Equity$482.9M
Promus Access V, LPPrivate Equity$386.1M
Promus Access III, LPPrivate Equity$262.7M
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Frequently asked questions

How large is Tersus Co-Investment Holdings, LLC?

Tersus Co-Investment Holdings, LLC reports $20.8 million in gross assets, among the top 69% of private funds by size.

What is the minimum investment for Tersus Co-Investment Holdings, LLC?

The stated minimum investment is $2,500.

Who manages Tersus Co-Investment Holdings, LLC?

Tersus Co-Investment Holdings, LLC is managed by Waverly Advisors, LLC.

Does Tersus Co-Investment Holdings, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

W
Birmingham, AL

Service providers

Prime broker
None reported

Reported gross assets

$20.8MNo change
Mar '26 — $20.8MApr '26 — $20.8MMay '26 — $20.8MJun '26 — $20.8M
Mar '26Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 69%
Larger than 31% of 67,041 private funds
Gross assets vs Private Equity FundsTop 67%
Larger than 33% of 31,066 private equity funds
Minimum investmentTop 97%
Higher than 3% of funds reporting a minimum

Investor base

Adviser & related persons4%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.