# 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.

- CRD: 156729
- Filed as: WEBSTER EQUITY PARTNERS, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Waltham, MA
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156729
- AdvisorCensus page: https://advisorcensus.com/firm/webster-equity-partners-l-p-waltham-ma-156729

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $10,313,544,856
- Discretionary: $10,313,544,856
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 25 | $10,313,544,856 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 36 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Palm Beach, FL
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- websterequitypartners.com
- LinkedIn @webster-equity-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,847,026,228 | 23 | September 21, 2021 |
| October 2022 | $6,732,804,791 | 27 | September 15, 2022 |
| October 2023 | $7,035,475,564 | 34 | April 28, 2023 |
| October 2024 | $7,496,279,525 | 38 | April 29, 2024 |
| October 2025 | $9,451,153,427 | 38 | June 27, 2025 |
| October 2026 | $10,313,544,856 | 36 | May 1, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Webster Equity Partners, L.P. (CRD 156729): Form ADV filing data as of October 2026.