Investment adviser · CRD 170642

WAVE EQUITY PARTNERS

Investment adviser filing (IA)

WAVE EQUITY PARTNERS LLC

BOSTON, MA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$564M
Form ADV · Item 5.F
Client accounts
17
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles17$563,806,564100.0%
Filing source

Form ADV 2080905 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

20 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WAVE FACTORIAL ENERGY I LLCPrivate Equity Fund · Last reported Mar 30, 2026$8.71MGross asset value

Form D fundraising filings

Wave Factorial Energy I, LLC

Auditor WOLF & CO BOSTON, Massachusetts, United States
Custodian CITIZENS FINANCIAL GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WOLF & CO
PCAOB 392

Fund details & source
Fund ID
805-6611147730
Reported beneficial owners
5
Minimum commitment
$100K
Form D file number
021-431250

Form ADV 2080905 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WAVE EQUITY FUND II (NQP) LPPrivate Equity Fund · Last reported Mar 30, 2026$7.28MGross asset value

Form D fundraising filings

WAVE Equity Fund II (NQP), L.P.

Auditor WOLF & COMPANY, P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS FINANCIAL GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Custodian LEADER BANK BOSTON, Massachusetts, United States Related to adviser: No
Marketer GROWTH CAPITAL SERVICES, INC. ASHEVILLE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

WOLF & COMPANY, P.C.
PCAOB 392

GROWTH CAPITAL SERVICES, INC.
CRD 124658

Fund details & source
Fund ID
805-7688226836
Reported beneficial owners
31
Minimum commitment
$25K
Form D file number
021-386252

Form ADV 2080905 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WAVE AAC-LIO CO-INVEST III LLCPrivate Equity Fund · Last reported Mar 30, 2026$6.59MGross asset value
Auditor WOLF & COMPANY, P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS FINANCIAL GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WOLF & COMPANY, P.C.
PCAOB 392

Fund details & source
Fund ID
805-5312359645
Reported beneficial owners
11
Minimum commitment
$25K

Form ADV 2080905 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WAVE AAC CO-INVEST I LLCPrivate Equity Fund · Last reported Mar 30, 2026$4.61MGross asset value
Auditor WOLF & COMPANY, P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS FINANCIAL GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WOLF & COMPANY, P.C.
PCAOB 392

Fund details & source
Fund ID
805-1891627663
Reported beneficial owners
3
Minimum commitment
$25K

Form ADV 2080905 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WAVE AAC CO-INVEST II LLCPrivate Equity Fund · Last reported Mar 30, 2026$3.5MGross asset value
Auditor WOLF & COMPANY, P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS FINANCIAL GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WOLF & COMPANY, P.C.
PCAOB 392

Fund details & source
Fund ID
805-6637642882
Reported beneficial owners
8
Minimum commitment
$25K

Form ADV 2080905 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WAVE EQUITY SC SPV LLCVenture Capital Fund · Last reported Mar 30, 2026$3.39MGross asset value
Auditor WOLF & CO, P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS FINANCIAL GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WOLF & CO, P.C.
PCAOB 392

Fund details & source
Fund ID
805-8822333146
Reported beneficial owners
1
Minimum commitment
$2M

Form ADV 2080905 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WAVE CHASM CO-INVEST II LLCPrivate Equity Fund · Last reported Mar 30, 2026$3.3MGross asset value
Auditor WOLF & CO. BOSTON, Massachusetts, United States
Custodian CITIZENS FINANCIAL GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WOLF & CO.
PCAOB 392

Fund details & source
Fund ID
805-2958718886
Reported beneficial owners
1
Minimum commitment
$3M

Form ADV 2080905 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

67 BATTERYMARCH STREET, 5TH FLOOR
BOSTON, MA, 02109, United States

CRD 170642

Filing source

Form ADV 2080905 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.