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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

WAYCROSS PARTNERS, LLC

CRD 153838

LOUISVILLE, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c296737b-0ddb-a9f1-7fdb-1da673dc8529

Data as of Jun 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 10
On other graphs: 0
Observed: Feb 20, 2015 to Jun 2, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.03 fund_share=0.21 institutional_share=0.76 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-06-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $30.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 3%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 51
Individual clients: 0
High net worth clients: 12
SEC number: 801-81041
CIK: 1844873
CRD: 153838
Filings on the tape: 25
First filed: Feb 20, 2015
Latest filed: Jun 2, 2026
Organised: Limited Liability Company, KY

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WAYCROSS OPPORTUNITY FUND, L.P.	Hedge Fund	$76.9M	Jun 20, 2024	1	Feb 20, 2015	reported	021-189849
WAYCROSS ADVANTAGE FUND, LLC	Hedge Fund	$19.1M	Jun 20, 2024	1	Mar 30, 2021	reported	021-368651
JUNIPER FUND, LLC	Hedge Fund	$17.5M	Mar 29, 2024	1	Mar 28, 2023	reported	021-443276
WAYCROSS PREMIER FUND, LLC	Hedge Fund	$7.2M	Jun 20, 2024	1	Mar 31, 2022	reported	n/a
WAYCROSS LONG/SHORT EQUITY FUND, L.P.	Hedge Fund	$3.3M	Mar 5, 2019	3	Feb 20, 2015	dropped	021-146108
JUNIPER FUND CAYMAN, LLC	Hedge Fund	$2.8M	Mar 29, 2024	6	Oct 2, 2023	reported	021-452505

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEVIN, MATTHEW, GRISWOLD	PRESIDENT/SOLE MEMBER	E	yes	09/2007	Feb 20, 2015	Jun 20, 2024
GRECO, CHRISTOPHER, JAMES	CHIEF EXECUTIVE OFFICER/DIRECTOR	A	yes	01/2021	Mar 2, 2021	Jun 20, 2024
HERB, CHRISTOPHER, SCOTT	CHIEF COMPLIANCE OFFICER/DIRECTOR	Na	yes	02/2021	Mar 2, 2021	Jun 20, 2024
INTEGRITY HOLDINGS, LLC	Member	C	yes	12/2020	Mar 2, 2021	Jun 20, 2024
THOMAS, BENJAMIN, HENRY	PRESIDENT/SOLE OWNER	E	yes	12/2013	Feb 20, 2015	Jun 20, 2024
THOMAS, BENJAMIN, HENRY	Cio	Na	yes	01/2021	Feb 20, 2015	Jun 20, 2024
WAYCROSS HOLDINGS, INC.	Member	C	yes	12/2013	Feb 20, 2015	Jun 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WAYCROSS GP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PONTE VEDRA BEACH	FL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.2B	$1.2B	13	7	1	n/a	n/a
2024	Mar 29, 2025	$866M	$866M	12	6	1	3	n/a
2023	Mar 29, 2024	$566M	$566M	12	7	1	5	$124M
2022	Mar 28, 2023	$301M	$301M	12	7	1	4	$69.9M
2021	Mar 31, 2022	$190M	$190M	13	7	1	3	$60.3M
2020	Mar 30, 2021	$150M	$150M	11	7	1	2	$44.5M
2019	Mar 11, 2020	$106M	$106M	7	6	0	1	$28.1M
2018	Mar 5, 2019	$76.5M	$76.5M	7	6	0	2	$24.6M
2017	Feb 1, 2018	$61.7M	$61.7M	7	6	0	2	$27.2M
2016	Feb 23, 2017	$51.3M	$51.3M	6	5	n/a	2	$26.3M
2015	Mar 29, 2016	$50.9M	$50.9M	8	6	n/a	2	$29.6M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$866M	36.7%	$301M	57.9%	13	12	1	1

Relationships

Advises (6)

→ WAYCROSS ADVANTAGE FUND, LLCPrivate fundHedge Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ WAYCROSS OPPORTUNITY FUND, L.P.Private fundHedge Fund, IA
Feb 20, 2015 to presentfactForm ADV
→ WAYCROSS PREMIER FUND, LLCPrivate fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ JUNIPER FUND, LLCPrivate fundHedge Fund, IA
Mar 28, 2023 to presentfactForm ADV
→ JUNIPER FUND CAYMAN, LLCPrivate fundHedge Fund, IA
Oct 2, 2023 to presentfactForm ADV
→ WAYCROSS LONG/SHORT EQUITY FUND, L.P.Private fundHedge Fund, IA, no longer reported
Feb 20, 2015 to Mar 5, 2019factForm ADV

Controls (6)

← BEVIN, MATTHEW, GRISWOLDOwnerPRESIDENT/SOLE MEMBER, ownership code E, individual
Feb 20, 2015 to Jun 20, 2024factForm ADV
← GRECO, CHRISTOPHER, JAMESOwnerCHIEF EXECUTIVE OFFICER/DIRECTOR, ownership code A, individual
Mar 2, 2021 to Jun 20, 2024factForm ADV
← HERB, CHRISTOPHER, SCOTTOwnerCHIEF COMPLIANCE OFFICER/DIRECTOR, ownership code NA, individual
Mar 2, 2021 to Jun 20, 2024factForm ADV
← THOMAS, BENJAMIN, HENRYOwnerPRESIDENT/SOLE OWNER, ownership code E, individual
Feb 20, 2015 to Jun 20, 2024factForm ADV
← INTEGRITY HOLDINGS, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 2, 2021 to Jun 20, 2024factForm ADV
← WAYCROSS HOLDINGS, INC.OwnerMEMBER, ownership code C, domestic entity
Feb 20, 2015 to Jun 20, 2024factForm ADV

Registered with (2)

← DOUGLAS EDWARD MYERSAdvisorregistration: previous registration
Jun 27, 2019 to Aug 31, 2023factForm ADV
← LOUIS ANTHONY LEMOSAdvisorregistration: previous registration
Sep 12, 2011 to Jan 2, 2015factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Waycross Partners, Llc reported RAUM $1.2B, up 37% from $865.5M (2025-03-29 to 2026-03-31)
Form ADVobserved 4 days ago
$317M
Occurred
Mar 29, 2025
Regulatory AUM changed
Waycross Partners, Llc reported RAUM $865.5M, up 58% from $548.6M (2024-06-20 to 2025-03-29)
Form ADVobserved 4 days ago
$317M
Occurred
Mar 29, 2024
Regulatory AUM changed
Waycross Partners, Llc reported RAUM $566.1M, up 88% from $300.7M (2023-10-02 to 2024-03-29)
Form ADVobserved 4 days ago
$265M
Occurred
Aug 31, 2023
Advisor changed firm
Douglas Edward Myers left Waycross Partners, Llc for Myers Asset Management Llc (registered 2023-09-05)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Regulatory AUM changed
Waycross Partners, Llc reported RAUM $300.7M, up 58% from $190.2M (2022-03-31 to 2023-03-28)
Form ADVobserved 4 days ago
$111M
Occurred
Mar 2, 2021
Control person left
William John Ferreby (Member) no longer on Schedule A of Waycross Partners, Llc (listed 2020-07-30, absent 2021-03-02)
Form ADVobserved 4 days ago
Occurred
Mar 2, 2021
Control person left
Ann Emily O'Leary (Chief Compliance Officer) no longer on Schedule A of Waycross Partners, Llc (listed 2020-07-30, absent 2021-03-02)
Form ADVobserved 4 days ago
Occurred
Mar 2, 2021
Control person joined
James Christopher Greco (Director) appeared on Schedule A of Waycross Partners, Llc
Form ADVobserved 4 days ago
Occurred
Mar 2, 2021
Control person joined
Scott Christopher Herb (Chief Compliance Officer/Director Of Marketing And Communications) appeared on Schedule A of Waycross Partners, Llc
Form ADVobserved 4 days ago
Occurred
Feb 20, 2015
First Form ADV filing
Waycross Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c296737b-0ddb-a9f1-7fdb-1da673dc8529
First observed: Feb 20, 2015
Last observed: Jun 2, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WAYCROSS PARTNERS, LLC

CRD 153838

LOUISVILLE, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c296737b-0ddb-a9f1-7fdb-1da673dc8529

Data as of Jun 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:33 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WAYCROSS OPPORTUNITY FUND, L.P.

Hedge Fund

$76.9M

Jun 20, 2024

Feb 20, 2015

reported

021-189849

WAYCROSS ADVANTAGE FUND, LLC

Hedge Fund

$19.1M

Jun 20, 2024

Mar 30, 2021

reported

021-368651

JUNIPER FUND, LLC

Hedge Fund

$17.5M

Mar 29, 2024

Mar 28, 2023

reported

021-443276

WAYCROSS PREMIER FUND, LLC

Hedge Fund

$7.2M

Jun 20, 2024

Mar 31, 2022

reported

n/a

WAYCROSS LONG/SHORT EQUITY FUND, L.P.

Hedge Fund

$3.3M

Mar 5, 2019

Feb 20, 2015

dropped

021-146108

JUNIPER FUND CAYMAN, LLC

Hedge Fund

$2.8M

Mar 29, 2024

Oct 2, 2023

reported

021-452505

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEVIN, MATTHEW, GRISWOLD

PRESIDENT/SOLE MEMBER

yes

09/2007

Feb 20, 2015

Jun 20, 2024

GRECO, CHRISTOPHER, JAMES

CHIEF EXECUTIVE OFFICER/DIRECTOR

yes

01/2021

Mar 2, 2021

Jun 20, 2024

HERB, CHRISTOPHER, SCOTT

CHIEF COMPLIANCE OFFICER/DIRECTOR

yes

02/2021

Mar 2, 2021

Jun 20, 2024

INTEGRITY HOLDINGS, LLC

Member

yes

12/2020

Mar 2, 2021

Jun 20, 2024

THOMAS, BENJAMIN, HENRY

PRESIDENT/SOLE OWNER

yes

12/2013

Feb 20, 2015

Jun 20, 2024

THOMAS, BENJAMIN, HENRY

Cio

yes

01/2021

Feb 20, 2015

Jun 20, 2024

WAYCROSS HOLDINGS, INC.

Member

yes

12/2013

Feb 20, 2015

Jun 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WAYCROSS GP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

PONTE VEDRA BEACH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.2B

n/a

2024

Mar 29, 2025

$866M

n/a

2023

Mar 29, 2024

$566M

$124M

2022

Mar 28, 2023

$301M

$69.9M

2021

Mar 31, 2022

$190M

$60.3M

2020

Mar 30, 2021

$150M

$44.5M

2019

Mar 11, 2020

$106M

$28.1M

2018

Mar 5, 2019

$76.5M

$24.6M

2017

Feb 1, 2018

$61.7M

$27.2M

2016

Feb 23, 2017

$51.3M

n/a

$26.3M

2015

Mar 29, 2016

$50.9M

n/a

$29.6M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$866M

36.7%

$301M

57.9%