WEBSTER EQUITY PARTNERS, L.P.

1000 Winter Street
Waltham, Massachusetts 02451
Tel: 781-419-1515

About WEBSTER EQUITY PARTNERS, L.P.

WEBSTER EQUITY PARTNERS, LP, formally registered with the SEC as WEBSTER EQUITY PARTNERS, LP. The firm was established in 03/29/2012. They have over 3 offices throughout the country.

WEBSTER EQUITY PARTNERS, L.P. is a Waltham, Massachusetts based Financial Planning firm with nearly $7,496,279,525 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156729
SEC#	801-74188
Assets Managed by Firm	$7,496,279,525
No. of Clients	19
No. of Advisors	38

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$7,496,279,525

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