DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Waycross Partners, LLC
Latest filing Jun 2, 2026
First filing on the tape Feb 20, 2015 · 25 filings
SEC status approved since Mar 3, 2015
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
2.6%
$30.3M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
13
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$1.2B as of Jun 2, 2026
Mar 29, 2016$50.9M then
HNW client RAUM$30.3M as of Jun 2, 2026
Feb 1, 2018$16.3M then
State-registered IARs (5.B.3)0 as of Jun 2, 2026
Mar 29, 20166 then
Employees (5.A)13 as of Jun 2, 2026
Mar 29, 20168 then
Private funds3 as of Mar 29, 2025
Mar 29, 20162 then
RAUM +37% over the last fiscal year+58% a year over threeIARs 1 to 0
Practice profile
derived from the filing of Jun 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $23.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 76%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +37%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$778M66%
- Investment companies$251M21%
- Pension and profit-sharing plans$119M10%
- High-net-worth individuals$30.3M2.6%
- Corporations and businesses$3.9M0.3%
- Individual clients
- 0reported
- HNW clients
- 12reported
- Pension plan clients
- 13reported
- Charitable clients
- 0reported
- Accounts
- 51reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.03 fund_share=0.21 institutional_share=0.76 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Douglas Edward Myers to Myers Asset Management LLCAug 31, 2023 · Other
- Louis Anthony Lemos to Navian Asset Management, LLCJan 2, 2015 · Other
Joined, latest
- Douglas Edward Myers from Ameriprise Financial Services, LLCJun 27, 2019 · Affiliated broker-dealer or bank to independent RIA
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Waycross Opportunity Fund, L.P. | Hedge Fund | $76.9M | 1 | Feb 20, 2015 |
| Waycross Advantage Fund, LLC | Hedge Fund | $19.1M | 1 | Mar 30, 2021 |
| Juniper Fund, LLC | Hedge Fund | $17.5M | 1 | Mar 28, 2023 |
| Waycross Premier Fund, LLC | Hedge Fund | $7.2M | 1 | Mar 31, 2022 |
| Waycross Long/Short Equity Fund, L.P.no longer reported | Hedge Fund | $3.3M | 3 | Feb 20, 2015 |
| Juniper Fund Cayman, LLC | Hedge Fund | $2.8M | 6 | Oct 2, 2023 |
Owners and control persons
Schedule A and B, latest filing
- James Christopher Greco · Chief Executive Officer/Directorcontrolsince 01/2021 · owns 5% to 10%
- Scott Christopher Herb · Chief Compliance Officer/Directorcontrolsince 02/2021 · owns less than 5%
- Henry Benjamin Thomas · Ciocontrolsince 01/2021 · owns less than 5%
- Griswold Matthew Bevin · President/Sole Membercontrolsince 09/2007 · owns 75% or more of Integrity Holdings, LLC
- Henry Benjamin Thomas · President/Sole Ownercontrolsince 12/2013 · owns 75% or more of Waycross Holdings, Inc.
Entity owners
- Integrity Holdings, LLC · Memberdirect · owns 25% to 50%
- Waycross Holdings, Inc. · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- Waycross Gp, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Ponte Vedra Beach, FL2 employees
What changed
consecutive filings, newest first
- Accounts · 48 to 51Mar 29, 2025 to Mar 31, 2026
- Advisory employees · 6 to 7Mar 29, 2025 to Mar 31, 2026
- Advisory activities · 4 to 3Mar 29, 2025 to Mar 31, 2026
- Corporate clients · 0 to 3Mar 29, 2025 to Mar 31, 2026
- Pension plan clients · 14 to 13Mar 29, 2025 to Mar 31, 2026
- Pooled vehicle clients · 3 to 0Mar 29, 2025 to Mar 31, 2026
- Assets in custody · 104242401.0 to unsetMar 29, 2025 to Mar 31, 2026
- Custody of client assets · true to falseMar 29, 2025 to Mar 31, 2026
- Employees · 12 to 13Mar 29, 2025 to Mar 31, 2026
- State-registered IARs · 1 to 0Mar 29, 2025 to Mar 31, 2026
- Private funds · 3 to unsetMar 29, 2025 to Mar 31, 2026
- Discretionary RAUM · $866M to $1.2BMar 29, 2025 to Mar 31, 2026
- HNW RAUM · $27.2M to $30.3MMar 29, 2025 to Mar 31, 2026
- Pension RAUM · $89.1M to $119MMar 29, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $104M to $0Mar 29, 2025 to Mar 31, 2026
- RAUM · $866M to $1.2BMar 29, 2025 to Mar 31, 2026
- Related adviser · false to trueMar 29, 2025 to Mar 31, 2026
- Accounts · 33 to 48Jun 20, 2024 to Mar 29, 2025
- Advisory employees · 7 to 6Jun 20, 2024 to Mar 29, 2025
- HNW clients · 11 to 12Jun 20, 2024 to Mar 29, 2025
- Pension plan clients · 7 to 14Jun 20, 2024 to Mar 29, 2025
- Pooled vehicle clients · 4 to 3Jun 20, 2024 to Mar 29, 2025
- Assets in custody · $86.3M to $104MJun 20, 2024 to Mar 29, 2025
- Financial planning clients · 0 to 0Jun 20, 2024 to Mar 29, 2025
- State-registered IARs · 4 to 1Jun 20, 2024 to Mar 29, 2025
- Discretionary RAUM · $549M to $866MJun 20, 2024 to Mar 29, 2025
- HNW RAUM · $24.4M to $27.2MJun 20, 2024 to Mar 29, 2025
- Pension RAUM · $41.0M to $89.1MJun 20, 2024 to Mar 29, 2025
- Pooled vehicle RAUM · $86.3M to $104MJun 20, 2024 to Mar 29, 2025
- RAUM · $549M to $866MJun 20, 2024 to Mar 29, 2025
- Accounts · 34 to 33Mar 29, 2024 to Jun 20, 2024
- Assets in custody · $104M to $86.3MMar 29, 2024 to Jun 20, 2024
- Private funds · 5 to 3Mar 29, 2024 to Jun 20, 2024
- Discretionary RAUM · $566M to $549MMar 29, 2024 to Jun 20, 2024
- Pooled vehicle RAUM · $104M to $86.3MMar 29, 2024 to Jun 20, 2024
- RAUM · $566M to $549MMar 29, 2024 to Jun 20, 2024
- Accounts · 28 to 34Oct 2, 2023 to Mar 29, 2024
- HNW clients · 10 to 11Oct 2, 2023 to Mar 29, 2024
- Individual clients · unset to 0.0Oct 2, 2023 to Mar 29, 2024
- Pension plan clients · unset to 7.0Oct 2, 2023 to Mar 29, 2024
Signals
10 dated events
- Waycross Partners, Llc reported RAUM $1.2B, up 37% from $865.5M (2025-03-29 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Waycross Partners, Llc reported RAUM $865.5M, up 58% from $548.6M (2024-06-20 to 2025-03-29)Mar 29, 2025 · RAUM change · derived
- Waycross Partners, Llc reported RAUM $566.1M, up 88% from $300.7M (2023-10-02 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Douglas Edward Myers left Waycross Partners, Llc for Myers Asset Management Llc (registered 2023-09-05)Aug 31, 2023 · Advisor changed firm · fact
- Waycross Partners, Llc reported RAUM $300.7M, up 58% from $190.2M (2022-03-31 to 2023-03-28)Mar 28, 2023 · RAUM change · derived
- William John Ferreby (Member) no longer on Schedule A of Waycross Partners, Llc (listed 2020-07-30, absent 2021-03-02)Mar 2, 2021 · Control person left · inference
- Ann Emily O'Leary (Chief Compliance Officer) no longer on Schedule A of Waycross Partners, Llc (listed 2020-07-30, absent 2021-03-02)Mar 2, 2021 · Control person left · inference
- James Christopher Greco (Director) appeared on Schedule A of Waycross Partners, LlcMar 2, 2021 · Control person joined · fact
- Scott Christopher Herb (Chief Compliance Officer/Director Of Marketing And Communications) appeared on Schedule A of Waycross Partners, LlcMar 2, 2021 · Control person joined · fact
- Waycross Partners, Llc filed its initial SEC registration (Form ADV)Feb 20, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/waycross-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- waycrosspartners.com/strategies-and-fundsreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 502-410-1900reportedpublic record, Form ADV, Jun 2, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026