Webster Equity Partners, L.P.
Waltham, MA·SEC-registered · CRD #156729
Webster Equity Partners, L.P. is an SEC-registered investment advisory firm in Waltham, MA managing $10B across 25 client accounts, with 22 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$10B
Client accounts
25
Advisory staff
22
Fee model
Fee-only
How Webster Equity Partners, L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Webster Equity Partners, L.P.
How much does Webster Equity Partners, L.P. manage?
Per its most recent SEC Form ADV filing (05/01/2026), Webster Equity Partners, L.P. reports $10B in regulatory assets under management across roughly 25 client accounts.
How does Webster Equity Partners, L.P. charge?
Webster Equity Partners, L.P. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Webster Equity Partners, L.P. a fiduciary?
Yes. Webster Equity Partners, L.P. is registered with the U.S. Securities and Exchange Commission (CRD #156729), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Webster Equity Partners, L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Webster Equity Partners, L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Waltham, MA
Profile compiled from Webster Equity Partners, L.P.'s public SEC Form ADV filing (CRD #156729, filed 05/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Webster Equity Partners, L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Webster Equity Partners, L.P.? Claim this profile.