WAVERLY ADVISORS, LLC

Registration Details

CIK

1568787

Accession

crd-115332

Location

BIRMINGHAM, AL

Filing Date

June 3, 2026

AUM

$29.8B

Total Clients

69

Institutional Clients

566

Employees

414

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

19 private funds reported on Form ADV Schedule D 7.B.1, $1.8B in combined gross assets.

• PROMUS ACCESS IV, LPPrivate Equity Fund$482.9M
• PROMUS ACCESS V, LPPrivate Equity Fund$386.1M
• PROMUS ACCESS III, LPPrivate Equity Fund$262.7M
• PROMUS ACCESS II, LPPrivate Equity Fund$120.1M
• PROMUS REALTY IV, LPReal Estate Fund$105.8M
• PROMUS REALTY III, LPReal Estate Fund$90.6M
• WAVERLY OPPORTUNITY FUND, LPOther Private Fund$90.2M
• WAVERLY INCOME FUND, LPOther Private Fund$63.4M
• PROMUS ACCESS IV-A, LPPrivate Equity Fund$48.5M
• PROMUS REALTY II, LPReal Estate Fund$30.1M
• WAVERLY GROWTH FUND I, LPOther Private Fund$28.7M
• TERSUS CO-INVESTMENT HOLDINGS, LLCPrivate Equity Fund$20.8M
• WAVERLY GROWTH FUND II LPOther Private Fund$8.5M
• PROMUS ACCESS I, LPPrivate Equity Fund$5.6M
• BT SELECT FUND I LPOther Private Fund$5.1M
• PROMUS REALTY INCOME I, LPReal Estate Fund$4.0M
• HFA, LTDReal Estate Fund$881K
• HS SELECT I, LLCOther Private Fund$544K
• HAINES OPPORTUNITY PORTFOLIO II, LLC CLASS AHedge Fund$178K

About this Adviser

WAVERLY ADVISORS, LLC is a registered investment adviser headquartered in BIRMINGHAM, AL, managing approximately $29.8B in assets across 69 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.