Waverly Advisors

Asset Manager SEC-registered adviser

Legal name: Waverly Advisors, LLC

AUM

$29.9B

Regulatory AUM

Private funds

Private Equity 7 · Other 6 · Real Estate 5 · Hedge Fund 1

Private fund assets

$1.8B

Gross asset value

Employees

414

Last Form D raise

Mar 2026

Most recent fund filing

From SEC Form ADV filing (filed Aug 31, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

President/Chief Executive Officer

Chief Investment Officer

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

Fund	Type	Gross assets	Raised (Form D)	Investors	Last Form D	Recency
Promus Access V, LP	Private Equity	$443.0M	$429.3M	155	Mar 2026	Warm
Waverly Income Fund, LP	Other	$65.5M	$64.4M	106	Oct 2025	Cool
Promus Realty IV, LP	Real Estate	$112.4M	$102.0M	82	Dec 2024	Cool
Waverly Growth Fund I, LP	Other	$28.7M	$48.5M	115	Oct 2024	Cool
Waverly Opportunity Fund, LP	Other	$90.2M	$43.8M	78	Oct 2024	Cold
Promus Access IV, LP	Private Equity	$494.2M	$253.3M	52	Dec 2022	Cold
Promus Access Iv-A, LP	Private Equity	$49.7M	$4.1M	15	Dec 2022	Cold
Promus Realty III, LP	Real Estate	$89.6M	$92.5M	80	Aug 2021	Cold
Bt Select Fund I LP	Other	$5.4M	$11.3M	30	Mar 2021	Cold
Hs Select I, LLC	Other	$544K	$26.0M	9	Mar 2021	Cold
Promus Realty II, LP	Real Estate	$29.4M	$50.4M	76	Aug 2019	Cold
Promus Access II, LP	Private Equity	$138.0M	$102.7M	112	Aug 2019	Cold
Promus Access III, LP	Private Equity	$251.2M	$6.0M	1	Jan 2019	Cold
Promus Access I, LP	Private Equity	$5.3M	$56.0M	74	Jun 2015	Cold
Promus Realty Income I, LP	Real Estate	$4.1M	$34.1M	23	Jun 2015	Cold

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

Other Banking and Financial ServicesBirmingham, ALDirector: Justin Russell

$32.0M raised

Since Jul 2023

Firms whose people sit on the same company boards.