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
Webster Equity Partners, L.P.
Latest filing May 1, 2026
First filing on the tape Feb 15, 2012 · 40 filings
SEC status approved since Mar 29, 2012
RAUM
$10B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
36
22 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
27
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$10B as of May 1, 2026
Mar 28, 2013$257M then
HNW client RAUM$0 as of May 1, 2026
Mar 28, 2018$0 then
State-registered IARs (5.B.3)0 as of May 1, 2026
Mar 28, 20130 then
Employees (5.A)36 as of May 1, 2026
Mar 28, 20139 then
Private funds27 as of May 1, 2026
Mar 28, 20136 then
RAUM n/a over the last fiscal year+14% a year over three
Practice profile
derived from the filing of May 1, 2026; every figure names its basis
Archetypes, each a printed rule
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- 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
- unknownderivedHNW RAUM over HNW clients
- Average account
- $413MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$10B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 25reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 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
none on the tape
Joined, latest
none on the tape
Private funds
28 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Webster Equity Partners V, L.P. | Private Equity Fund | $1.9B | 145 | Mar 31, 2021 |
| Webster Capital IV, L.P. | Private Equity Fund | $1.8B | 122 | Mar 27, 2019 |
| Webster Equity Partners III-A, L.P. | Private Equity Fund | $1.5B | 57 | Mar 31, 2022 |
| Webster Equity Partners Bristol Cf, L.P. | Private Equity Fund | $703M | 36 | Mar 31, 2022 |
| Webster Cvm Co-Investment Fund, L.P. | Private Equity Fund | $569M | 11 | Mar 31, 2023 |
| Wasque Partners Spe, L.P. | Private Equity Fund | $467M | 2 | Apr 29, 2022 |
| Webster Capital II-A, L.P. | Private Equity Fund | $430M | 28 | Mar 28, 2018 |
| Webster Equity Partners Pinnacle, L.P. | Private Equity Fund | $269M | 16 | Mar 31, 2022 |
| Wasque II Spe, L.P. | Private Equity Fund | $187M | 1 | Mar 31, 2022 |
| Crackatuxet Spe, L.P. | Private Equity Fund | $130M | 4 | Mar 31, 2022 |
| Webster Oceans Co-Investment Fund, L.P. | Private Equity Fund | $84.0M | 7 | Mar 31, 2023 |
| Webster Cascade Aggregator, L.P. | Private Equity Fund | $59.7M | 3 | Mar 31, 2023 |
| Webster Equity Partners IV Bristol Cf, L.P. | Private Equity Fund | $55.3M | 18 | Mar 31, 2022 |
| Webster Cascade Aggregator II, L.P. | Private Equity Fund | $26.8M | 3 | Mar 31, 2023 |
| Webster Equity Partners III Bristol Cf, L.P. | Private Equity Fund | $26.3M | 4 | Mar 31, 2022 |
| Webster Capital III, LP | Private Equity Fund | $5.4M | 73 | Mar 31, 2015 |
| Webster Equity Partners V-B, L.P. | Private Equity Fund | $4.7M | 12 | Mar 31, 2023 |
| Webster Capital II, L.P.no longer reported | Private Equity Fund | $2.6M | 72 | Feb 15, 2012 |
| Webster Capital II-Qp, L.P.no longer reported | Private Equity Fund | $895,272 | 24 | Feb 15, 2012 |
| Webster Capital Founders' Fund L.P.no longer reported | Private Equity Fund | $262,129 | 43 | Feb 15, 2012 |
| Webster V, LLCno longer reported | Other Private Fund | $104,285 | 8 | Feb 15, 2012 |
| Webster JP, LLCno longer reported | Other Private Fund | $95,320 | 4 | Feb 15, 2012 |
| Suncoinvest Vehicle, L.P. | Private Equity Fund | $57,174 | 5 | Mar 31, 2022 |
| Webster I, LLCno longer reported | Other Private Fund | $56,474 | 13 | Feb 15, 2012 |
| Webster Equity Partners Vi, L.P. | Private Equity Fund | $0 | 0 | Mar 28, 2024 |
| Webster Equity Partners Vi Gp Feeder, L.P. | Private Equity Fund | $0 | 0 | Mar 28, 2024 |
| Webster Equity Partners III-B, L.P. | Private Equity Fund | $0 | 0 | Mar 28, 2024 |
| Webster Equity Partners Vi-B, L.P. | Private Equity Fund | $0 | 0 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Bernard Joseph Farina · Cfo - Fundscontrolsince 10/2023 · owns less than 5%
- Lewis Mark Greene · Cfo - Management Companycontrolsince 01/2012 · owns less than 5%
- P David Malm · Managing Partnercontrolsince 02/2018 · owns 75% or more
- Kelly Sarah Vigneron · Chief Compliance Officercontrolsince 09/2021 · owns less than 5%
- Leon Doug Williams · Managing Partner & Chief Operating Officercontrolsince 03/2021 · owns less than 5%
- P David Malm · Managing Membercontrolsince 03/2021 · owns 50% to 75% of Wasque Partners LLC
- Leon Doug Williams · Trusteecontrolsince 01/2015 · owns F of Douglas L Williams Declaration Of Trust Dated January 8, 2015, As Amended
- Leon Doug Williams · Managing Membercontrolsince 03/2021 · owns F of Wasque Partners LLC
Entity owners
- Wasque Partners Spe L.P. · Memberdirect · owns 25% to 50%
- Ares Holdco LLC · General Partnerindirect · owns F of Ares Management Holdings L.P.
- Ares Holdings LP · Limited Partnerindirect · owns 75% or more of Ares Management Holdings L.P.
- Ares Management Corporation · Memberindirect · owns 75% or more of Ares Holdco LLC · public reporting company
- Ares Management Holdings L.P. · Memberindirect · owns 75% or more of Ares Management LLC · public reporting company
- Ares Management LLC · Memberindirect · owns 75% or more of Landmark Partners LLC
- Ares Owners Holdings L.P. · Limited Partnerindirect · owns 50% to 75% of Ares Holdings LP
- Ares Partners Holdco LLC · General Partnerindirect · owns F of Ares Owners Holdings L.P.
- Douglas L Williams Declaration Of Trust Dated January 8, 2015, As Amended · Memberindirect · owns 25% to 50% of Wasque Partners LLC
- Landmark Acquisition Fund 26 Mend, L.P. · Limited Partnerindirect · owns 75% or more of Wasque Partners Spe L.P.
- Landmark Equity Advisors LLC · General Partnerindirect · owns F of Landmark Equity Partners Xvi-Gp, L.P.
- Landmark Equity Partners Xvi-Gp, L.P. · General Partnerindirect · owns F of Landmark Acquisition Fund 26 Mend, L.P.
- Landmark Equity Partners Xvi, L.P. · Limited Partnerindirect · owns 75% or more of Landmark Acquisition Fund 26 Mend, L.P.
- Landmark Partners LLC · Memberindirect · owns 75% or more of Landmark Equity Advisors LLC
- Wasque Partners Gp LLC · General Partnerindirect · owns F of Wasque Partners Spe L.P.
- Wasque Partners LLC · Managing Memberindirect · owns 75% or more of Wasque Partners Gp LLC
Related persons
Schedule D 7.A
- Webster Capital II-A Gp, LLCpooled vehicle sponsorn
- Webster Capital III Gp, LLCpooled vehicle sponsorn
- Webster Capital IV Gp, LLCpooled vehicle sponsorn
- Webster Equity Partners Bristol Cf Gp LLCpooled vehicle sponsorn
- Webster Equity Partners III Bristol Cf Gp LLCpooled vehicle sponsorn
- Webster Equity Partners III-A Gp, LLCpooled vehicle sponsorn
- Webster Equity Partners III-B Gp, LLCpooled vehicle sponsorn
- Webster Equity Partners IV Bristol Cf Gp LLCpooled vehicle sponsorn
- Webster Equity Partners Pinnacle Gp LLCpooled vehicle sponsorn
- Webster Equity Partners V Gp, LLCpooled vehicle sponsorn
- Webster Equity Partners Vi Gp Feeder Gp, LLCpooled vehicle sponsorn
- Webster Equity Partners Vi Gp, LLCpooled vehicle sponsorn
- Webster Spv Gp, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Palm Beach, FL1 employees
- West Palm Beach, FL1 employees
What changed
consecutive filings, newest first
- Accounts · 22 to 25Oct 20, 2025 to Mar 31, 2026
- Pooled vehicle clients · 22 to 25Oct 20, 2025 to Mar 31, 2026
- Employees · 38 to 36Oct 20, 2025 to Mar 31, 2026
- Private funds · 26 to 27Oct 20, 2025 to Mar 31, 2026
- Discretionary RAUM · $9.5B to $10BOct 20, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $9.5B to $10BOct 20, 2025 to Mar 31, 2026
- RAUM · $9.5B to $10BOct 20, 2025 to Mar 31, 2026
- Financial planning clients · unset to May 1, 2025 to Jun 27, 2025
- Accounts · 19 to 22Apr 29, 2024 to May 1, 2025
- Advisory employees · 24 to 22Apr 29, 2024 to May 1, 2025
- Pooled vehicle clients · 19 to 22Apr 29, 2024 to May 1, 2025
- Private funds · 22 to 26Apr 29, 2024 to May 1, 2025
- Discretionary RAUM · $7.5B to $9.5BApr 29, 2024 to May 1, 2025
- Pooled vehicle RAUM · $7.5B to $9.5BApr 29, 2024 to May 1, 2025
- RAUM · $7.5B to $9.5BApr 29, 2024 to May 1, 2025
- Accounts · 16 to 19Oct 5, 2023 to Mar 28, 2024
- Advisory employees · 22 to 24Oct 5, 2023 to Mar 28, 2024
- Pooled vehicle clients · 16 to 19Oct 5, 2023 to Mar 28, 2024
- Employees · 34 to 38Oct 5, 2023 to Mar 28, 2024
- Other offices · 1 to 2Oct 5, 2023 to Mar 28, 2024
- Private funds · 18 to 22Oct 5, 2023 to Mar 28, 2024
- Discretionary RAUM · $7.0B to $7.5BOct 5, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $7.0B to $7.5BOct 5, 2023 to Mar 28, 2024
- RAUM · $7.0B to $7.5BOct 5, 2023 to Mar 28, 2024
- Accounts · 11 to 16Jan 18, 2023 to Mar 31, 2023
- Advisory employees · 19 to 22Jan 18, 2023 to Mar 31, 2023
- Pooled vehicle clients · 11 to 16Jan 18, 2023 to Mar 31, 2023
- Employees · 27 to 34Jan 18, 2023 to Mar 31, 2023
- Private funds · 13 to 18Jan 18, 2023 to Mar 31, 2023
- Discretionary RAUM · $6.7B to $7.0BJan 18, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $6.7B to $7.0BJan 18, 2023 to Mar 31, 2023
- RAUM · $6.7B to $7.0BJan 18, 2023 to Mar 31, 2023
- Succession · true to falseJan 18, 2023 to Mar 31, 2023
- Business name · WEBSTER EQUITY PARTNERS, LLC to WEBSTER EQUITY PARTNERS, L.P.Jan 9, 2023 to Jan 18, 2023
- Legal name · WEBSTER EQUITY PARTNERS, LLC to WEBSTER EQUITY PARTNERS, L.P.Jan 9, 2023 to Jan 18, 2023
- Succession · false to trueJan 9, 2023 to Jan 18, 2023
- Organization form · Limited Liability Company to Limited PartnershipSep 15, 2022 to Jan 9, 2023
- Accounts · 12 to 11Mar 31, 2022 to Apr 29, 2022
- Pooled vehicle clients · 12 to 11Mar 31, 2022 to Apr 29, 2022
- Private funds · 12 to 13Mar 31, 2022 to Apr 29, 2022
Signals
10 dated events
- Webster Equity Partners, L.P. reported RAUM $9.5B, up 26% from $7.5B (2024-04-29 to 2025-05-01)May 1, 2025 · RAUM change · derived
- Bernard Joseph Farina (Cfo - Funds) appeared on Schedule A of Webster Equity Partners, L.P.Oct 5, 2023 · Control person joined · fact
- Webster Equity Partners, L.P. reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 18, 2023 · Succession (Item 4) · fact
- Webster Equity Partners, L.P. reported RAUM $6.8B, up 140% from $2.8B (2021-10-05 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Kelly Sarah Vigneron (Chief Compliance Officer) appeared on Schedule A of Webster Equity Partners, L.P.Sep 21, 2021 · Control person joined · fact
- Webster Equity Partners, L.P. reported RAUM $2.8B, up 46% from $2.0B (2020-03-26 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- J Donald Steiner (Member) no longer on Schedule A of Webster Equity Partners, L.P. (listed 2020-03-26, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Leon Doug Williams (Chief Operating Officer) appeared on Schedule A of Webster Equity Partners, L.P.Mar 31, 2021 · Control person joined · fact
- Webster Equity Partners, L.P. reported RAUM $1.8B, up 191% from $624.9M (2019-02-14 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
- C John Garbarino (Officer) no longer on Schedule A of Webster Equity Partners, L.P. (listed 2019-02-14, absent 2019-03-27)Mar 27, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Webster Equity Partners, L.P. · Independent Sponsorsshared crd · capital_provider
- Webster Equity Partners, L.P. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/webster-equity-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- websterequitypartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 781-419-1515reportedpublic record, Form ADV, May 1, 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
- Asset manager (funds and pooled vehicles)deriveda 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