The WAYCROSS PARTNERS is a privately held investment adviser that advises $1.38Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. WAYCROSS PARTNERS is a Public/Private Fund Assets increased by 722.71% over the last 5-years.
The Group has been registered with the SEC for 11.42 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 4965 U.S. HIGHWAY 42, SUITE 2900, LOUISVILLE, KENTUCKY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 25 employees comprised of 14 investment and 11 non-investment staff. The total number of Employees increased by 127.27% over the last 5-years.
Their $1.38Bn in assets advised are owned by 3 private funds, 2 public funds and BDCs and 36 other accounts. Assets of Government Entities and Pension Plans clients own $777.79mn or 56.33% of Total Assets and Investment Companies (IC) own $293.3mn or 21.24% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 50.76% and 49.24% of total assets, respectively.
They advise 6 types of clients, top clients are Government Entities and Pension Plans and Investment Companies (IC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
WAYCROSS PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.