AdvisorCensus / Financial advisors / Massachusetts / Boston / Webster Equity Partners, L.P.
Webster Equity Partners, L.P. is an SEC-registered investment advisory firm in Waltham, MA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 1, 2026.
Quick answers
From the filingHow is Webster Equity Partners, L.P. compensated?
On its Form ADV (Item 5.E, October 2026), Webster Equity Partners, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Webster Equity Partners, L.P. located?
Webster Equity Partners, L.P.'s principal office is in Waltham, MA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Webster Equity Partners, L.P. registered with the SEC or a state?
Webster Equity Partners, L.P. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156729.
How much does Webster Equity Partners, L.P. manage?
Webster Equity Partners, L.P. reports $10,313,544,856 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).
How have Webster Equity Partners, L.P.'s assets and staff changed since 2021?
In the Form ADV data for Webster Equity Partners, L.P.: Regulatory assets under management: $2,847,026,228 in the October 2021 data and $10,313,544,856 in the October 2026 data, up 262%. Total employees: 23 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Webster Equity Partners, L.P. serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (25).
Does Webster Equity Partners, L.P. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156729
What changed in Webster Equity Partners, L.P.'s recent Form ADV filings?
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$10,313,544,856 as of October 2026, filing dated May 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 36. Performing investment advisory functions: 22.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the June 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $10,313,544,856 | 36 | May 1, 2026 |
| October 2025 | $9,451,153,427 | 38 | June 27, 2025 |
| October 2024 | $7,496,279,525 | 38 | April 29, 2024 |
| October 2023 | $7,035,475,564 | 34 | April 28, 2023 |
| October 2022 | $6,732,804,791 | 27 | September 15, 2022 |
| October 2021 | $2,847,026,228 | 23 | September 21, 2021 |
Regulatory assets under management: $2,847,026,228 in the October 2021 data and $10,313,544,856 in the October 2026 data, up 262%.
Total employees: 23 in October 2021 and 36 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Updated its list of owners and control persons (Schedule A).
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Webster Equity Partners, L.P. (CRD 156729): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/webster-equity-partners-l-p-waltham-ma-156729