| Owner | Title | From | %Ownership |
|---|---|---|---|
| Waam Parent, LLC | Managing Member | 01/2022 | > 75% |
| Reidinger, Joshua, Layne | Chief Executive Officer | 01/2022 | < 5% |
| Russell, Justin, Thomas | President | 01/2022 | < 5% |
| Johnson, Andrea, Wright | Chief Compliance Officer | 03/2019 | < 5% |
| Waam Topco, LLC | Managing Member | 01/2022 | > 75% |
| Project Charlie Acquisition, LLC | Owner | 01/2022 | 50-75% |
| Aspire Holdings, LLC | Owner | 01/2022 | > 75% |
| HGGC Fund Iv-a, L.P. | Owner | 01/2022 | > 75% |
| Lazenby, James, Robert | Chief Financial Officer | 01/2022 | < 5% |
| Copeland, John, William | Board of Managers | 01/2022 | |
| Copeland, John, William | Board of Managers | 01/2022 | |
| White, Neil, Harley | Board of Managers | 01/2022 | |
| White, Neil, Harley | Board of Managers | 01/2022 | |
| White, Neil, Harley | Board of Managers | 01/2022 | |
| Roesch, Matthew, David | Board of Managers | 01/2022 | |
| Roesch, Matthew, David | Board of Managers | 01/2022 | |
| Young, Jon, Steven | Board of Managers | 01/2022 | |
| Lawson, Richard, Franklin | Board of Managers | 01/2022 | |
| Reidinger, Joshua, Layne | Board of Managers | 01/2022 | |
| Russell, Justin, Thomas | Board of Managers | 01/2022 | |
| Bresnan, Sean, Paul | Board of Managers | 01/2022 | |
| Gill, Richard, Paschall | Board of Managers | 01/2022 | |
| Cox, John, Brown | Chief Investment Officer of Public Markets | 04/2017 | < 5% |
| Snell, Justin, Howell | Chief Operating Officer | 07/2022 | < 5% |
| McDaniel, William, Clay | Chief Investment Officer of Private Markets | 07/2022 | < 5% |
| Echols, Heath, Ryan | Chief Technology Officer | 01/2022 | < 5% |
| Gunn, Brent, Joseph | Chief Information Officer | 03/2023 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Waverly Advisors, LLC | $5.78 bn | |
| BT Opportunity Fund II, LP | $58.65 mm | Other Private Fund |
| BT Opportunity Fund, LP | $95.70 mm | Other Private Fund |
| BT Select Fund I LP | $10.79 mm | Other Private Fund |
| Haines Opportunity Portfolio II, LLC Class a | $13.07 k | Hedge Fund |
| Hfa, LTD | $527.35 k | Real Estate Fund |
| HS Select I, LLC | $16.40 mm | Other Private Fund |
| Wa Growth Fund I, LP | $4.05 mm | Other Private Fund |
| Wa Income Fund, LP | $7.61 mm | Other Private Fund |
