Justin Russell

Verified

President/Chief Executive Officer at Waverly AdvisorsListed on SEC Form ADVBirmingham, United States

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Warm

Check Size

Not yet known

Reliability Score

🎯100% of deals in Other Banking and Financial Services

Investment Timeline

WAAM Topco

Board seat (SEC Form D)Source

Since Jul 2023

Company last raised Mar 2025

Portfolio Breakdown

By Sector

Other Banking and Financial Services1 deal · 100%

By Stage

1 tracked deal1 sector · 0 stages

Deal Velocity

Avg Deals / Year

1.0

Avg Deal Size

Unknown

Largest Deal

WAAM Topco

Unknown

YoY Trend

Steady

Deals Per Year

1 total deal tracked2023–2023

Investment Activity Map

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2023

Less

Current Fund Status

Fund Name

Promus Access I, LP

Reported Size

$5.3M

Co-Investors

No co-investment data available yet.