Investment adviser · CRD 160604

WAVERLY ADVISERS, LLC

Investment adviser filing (IA)

WAVERLY ADVISORS, LLC

CORNING, NY, United States · Form ADV filed Mar 26, 2013

Regulatory AUM
$195M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 26, 2013. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

228 CEDAR STREET
CORNING, NY, 14830, United States

CRD 160604

Filing source

Form ADV 721798 · Mar 26, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.