Investment adviser · CRD 156729

WEBSTER EQUITY PARTNERS, L.P.

Investment adviser filing (IA)

WALTHAM, MA, United States · Form ADV filed May 1, 2026

Regulatory AUM
$10.3B
Form ADV · Item 5.F
Client accounts
25
Accounts, not individual clients
Employees
36
Reported in this filing
Advisory professionals
22
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles25$10,313,544,856100.0%
Filing source

Form ADV 2099427 · May 1, 2026 · Item 5.D

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

Private funds & service providers

36 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.

WEBSTER EQUITY PARTNERS V, L.P.Private Equity Fund · Last reported May 1, 2026$2.47BGross asset value

Form D fundraising filings

WEBSTER EQUITY PARTNERS V, L.P.

Fund administrator APEX GROUP LTD. PARAMUS, New Jersey, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-1915149222
Reported beneficial owners
149
Minimum commitment
$100K
Form D file number
021-383266

Form ADV 2099427 · May 1, 2026 · Schedule D 7.B.(1)

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

WEBSTER EQUITY PARTNERS VI, L.P.Private Equity Fund · Last reported May 1, 2026$1.46BGross asset value

Form D fundraising filings

Webster Equity Partners VI, L.P.

Fund administrator ALTER DOMUS (US) LLC CHICAGO, Illinois, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Marketer CAMPBELL LUTYENS & CO. INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

CAMPBELL LUTYENS & CO. INC.
CRD 133376 · SEC 8-66720

Fund details & source
Fund ID
805-9152672692
Reported beneficial owners
104
Minimum commitment
$5M
Form D file number
021-500740

Form ADV 2099427 · May 1, 2026 · Schedule D 7.B.(1)

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

WEBSTER EQUITY PARTNERS BRISTOL CF, L.P.Private Equity Fund · Last reported May 1, 2026$1.4BGross asset value

Form D fundraising filings

Webster Equity Partners Bristol CF, L.P.

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-9619348649
Reported beneficial owners
36
Minimum commitment
$100K
Form D file number
021-416786

Form ADV 2099427 · May 1, 2026 · Schedule D 7.B.(1)

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

WEBSTER CAPITAL IV, L.P.Private Equity Fund · Last reported May 1, 2026$1.01BGross asset value

Form D fundraising filings

WEBSTER CAPITAL IV, L.P.

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-5466060355
Reported beneficial owners
125
Minimum commitment
$1M
Form D file number
021-305196

Form ADV 2099427 · May 1, 2026 · Schedule D 7.B.(1)

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

WEBSTER EQUITY PARTNERS III-A, L.P.Private Equity Fund · Last reported May 1, 2026$963MGross asset value

Form D fundraising filings

WEBSTER EQUITY PARTNERS III-A, L.P.

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-2867219710
Reported beneficial owners
57
Minimum commitment
$100K
Form D file number
021-391280

Form ADV 2099427 · May 1, 2026 · Schedule D 7.B.(1)

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

WEBSTER CVM CO-INVESTMENT FUND, L.P.Private Equity Fund · Last reported May 1, 2026$859MGross asset value

Form D fundraising filings

Webster CVM Co-Investment Fund, L.P.

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-5506037857
Reported beneficial owners
11
Minimum commitment
$100K
Form D file number
021-445838

Form ADV 2099427 · May 1, 2026 · Schedule D 7.B.(1)

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

WEBSTER EQUITY PARTNERS PINNACLE, L.P.Private Equity Fund · Last reported May 1, 2026$365MGross asset value
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-6201638839
Reported beneficial owners
16
Minimum commitment
$100K

Form ADV 2099427 · May 1, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: May 1, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

950 WINTER STREET, NORTH ENTRANCE, 4TH FLOOR
WALTHAM, MA, 02451, United States

CRD 156729

Filing source

Form ADV 2099427 · May 1, 2026 · 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.