Wave Equity Partners

Private equity with venture activitySEC-registered adviserClassification probable· Boston, MassachusettsWAVEEP.COM

Impact the world with ESG impact investing and Wave Equity Partners, investing in generational green, sustainable and clean energy companies.

In the firm's own words, from its website.

Reported fund assets
$409M
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
None
Investment team
3
Latest vintage
2020
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

2 additional team members, 6 additional investments, funds and LPs, 11 events, 2 verified contacts (1 general firm email, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Nothing material in the last 180 days.

People to know

View all people
  • Manager Of Wave Equity Partners Llc
    Why: Named with investment responsibility
    No route on file yet
  • Manager Of Wave Equity Partners Llc
    Why: Named with investment responsibility
    No route on file yet
  • Manager Of Wave Equity Partners Llc
    Why: Named with investment responsibility
    No route on file yet

Relationship network

17 connected entities2 observed roundsrounds 2015 to 2020

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Company
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Wave Equity Partners: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Wave Equity Partners

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

2 companies on record, 0 new in 12 months

Investments on record

2 companies, 2 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Accordant Energy, LLCForm D equity offeringunknown · boardUriel Haskell Crocker (strongly supported)$316,000
form d sold
unknownFeb 27, 2020Inference Form D
Solarlytics, Inc.Form D equity offeringunknown · boardRobert Roeper (strongly supported)$1.5M
form d sold
unknownMar 9, 2015Inference Form D

Stated thesis versus observed behaviour

2 observed deals
Stated (the firm’s website)
Sectors
ai, climate, energy, hardware, space, logistics, industrial
Stages
growth
Geography
boston, global, new york
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate no observed dealsfollow-on rate 0%new companies, 12 months 0

Team

5 current, 3 departed

Decision makers

who to call first, and why; then everyone else by function
  • Mark Ivers Robinson · Manager Of Wave Equity Partners Llc
    Why this person: Named with investment responsibility
  • Praveen Kant Sahay · Manager Of Wave Equity Partners Llc
    Why this person: Named with investment responsibility
  • Uriel Haskell Crocker · Manager Of Wave Equity Partners Llc
    Why this person: Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

5 current, 3 departed
3 departed (kept with end dates)
  • Robert Roeper · Manager Of Wave Equity Partners Llc · Jan 1, 2013 to Sep 28, 2022 Inference
  • Walter Warren Schroeder · Manager Of Wave Equity Partners Llc · Jan 1, 2013 to Sep 28, 2022 Inference
  • Charles Godding Bridge · Manager, Chief Compliance Officer And Chief Financial Officer · Jan 1, 2013 to May 11, 2021 Inference

Contacts

1 general firm email, 1 firm phone

1 general firm email, 1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

8 vehicles, 0 LPs disclosed

Funds and vehicles

8 reported, 1 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Wave Aac-Lio Co-Invest III LLCSPV or co-invest vehicle · ADV: Private Equity Fund2020 adv first reportedMature$6.6M
Mar 30, 2026
11unknownunknown
Wave Aac Co-Invest I LLCSPV or co-invest vehicle · ADV: Private Equity Fund2020 adv first reportedMature$4.6M
Mar 30, 2026
3unknownunknown
Wave Aac Co-Invest II LLCSPV or co-invest vehicle · ADV: Private Equity Fund2020 adv first reportedMature$3.5M
Mar 30, 2026
8unknownunknown

Limited partners

0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

1 co-investors · on 4 other DFX graphs

Co-investors

1 counted from shared deals, for the whole firm
Across DFX and the capital chainon 4 other DFX graphs Show
Across DFX
Across the graphs

Wave Equity Partners is the same institution as 4 records in Allocators, Independent Sponsors, Private Equity and RIA and Wealth.

Allocators1Independent Sponsors1Private Equity1RIA and Wealth1

DFX found 4 relationships across 4 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

16 dated events, 73 observations from 4 sources

Timeline

16 dated events
  1. Sep 28, 2022
    Robert Roeper (Manager Of Wave Equity Partners Llc) no longer on Schedule A of Wave Equity Partners
    Person leftPeopleInferenceRobert RoeperForm ADV
  2. Sep 28, 2022
    Walter Warren Schroeder (Manager Of Wave Equity Partners Llc) no longer on Schedule A of Wave Equity Partners
    Person leftPeopleInferenceWalter Warren SchroederForm ADV
  3. Mar 29, 2022
    Wave Gcs Hti Co-Invest IV LLC no longer reported on Form ADV by Wave Equity Partners
    Fund no longer reportedFundsInferenceWave Gcs Hti Co-Invest IV LLCForm ADV
  4. May 11, 2021
    Charles Godding Bridge (Manager, Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of Wave Equity Partners
    Person leftPeopleInferenceCharles Godding BridgeForm ADV
  5. May 1, 2021
    Robert Mcwhorter Wolfe joined Schedule A of Wave Equity Partners as Chief Compliance Officer And Chief Financial Officer
    Person joinedPeopleFactRobert Mcwhorter WolfeForm ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Mar 30, 2026 · 17 private fundsShow
Headquarters
Boston, MAadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
WAVEEP.COM
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 30, 2026
Private funds reported
17 (4 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$564Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$564Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
9

Classification history

Every classification this record has carried3 on recordShow
  1. Sep 23, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 25% of 17 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 6% of 17 private funds
  3. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 6% of 15 private funds

Evidence

74 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedMar 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 28, 2024FactForm ADV
First Form ADV filing2014-03-14Mar 30, 2026FactForm ADV
First Form ADV filing2014-03-14Mar 28, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-30Oct 1, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Latest Form ADV filing2024-03-28Mar 28, 2024FactForm ADV
SEC statusApprovedMar 30, 2026FactForm ADV
SEC status effective2020-04-24Mar 30, 2026FactForm ADV
Venture share of reported funds0Mar 30, 2026FactForm ADV
Venture share of reported funds0Mar 28, 2024FactForm ADV
Business phoneMar 30, 2026FactForm ADV
Business phoneMar 28, 2024FactForm ADV
Contact page urlSep 16, 2026Fact
DescriptionSep 16, 2026Fact
DescriptionSep 15, 2026Fact
Employees9Mar 30, 2026FactForm ADV
Employees10Mar 28, 2024FactForm ADV
HeadquartersBoston, MAMar 30, 2026FactForm ADV
HeadquartersBoston, MAMar 28, 2024FactForm ADV
Office addressMar 30, 2026FactForm ADV
Office addressMar 28, 2024FactForm ADV
Legal formLimited Liability CompanyMar 30, 2026FactForm ADV
PE funds reported13Mar 30, 2026FactForm ADV
Portfolio pageSep 16, 2026Fact
Portfolio pageSep 15, 2026Fact
Private funds reported17Mar 30, 2026FactForm ADV
Private funds reported17Mar 30, 2026FactForm ADV
Private funds reported15Mar 28, 2024FactForm ADV
Private fund gross assets (reported)$564MMar 30, 2026FactForm ADV
Private fund gross assets (reported)$564MMar 30, 2026FactForm ADV
Private fund gross assets (reported)$481MMar 28, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$564MMar 30, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$481MMar 28, 2024FactForm ADV
Schedule a diffsadiff-1Mar 30, 2026FactForm ADV
Stated geographyBoston, global, new york
“geography words on the home page”
Sep 16, 2026Fact
Stated geographyBoston, global, new york
“geography words on the home page”
Sep 15, 2026Fact
Stated sectorsAI, climate, energy, hardware, space, logistics, industrial
“sector words on the home page”
Sep 16, 2026Fact
Stated sectorsAI, climate, energy, hardware, space, logistics, industrial
“sector words on the home page”
Sep 15, 2026Fact
Stated stagesgrowth
“stage words on the home page”
Sep 16, 2026Fact
Stated stagesgrowth
“stage words on the home page”
Sep 15, 2026Fact
Team pageSep 16, 2026Fact
Team pageSep 15, 2026Fact
Venture funds reported4Mar 30, 2026FactForm ADV
Venture funds reported4Mar 30, 2026FactForm ADV
Venture funds reported0Mar 28, 2024FactForm ADV
WebsiteMar 28, 2024FactForm ADV
Site titleSep 16, 2026Fact
Site titleSep 15, 2026Fact
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShow
Importance
24
moderate
Active deployment
0
low
Emerging
0
low
Freshness
100
high
Private equity with venture activity · probableSEC registered investment adviser

Registered adviser; venture funds are 25% of 17 private funds

The inputs behind each score
importance
gav: 0.4 · funds: 0.33 · people: 0.2 · investments: 0.11 · scale basis: Venture-typed funds only (Private equity with venture activity): 4 funds, $214M of $409M reported · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
emerging manager
fund count: 9 · reported gav: $409M · first adv filing: 2014-03-14 · years since first filing: 12.6

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2014-03-14source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.