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
Client accounts: 25
Employees: 36
Advisory professionals: 22

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	25	$10,313,544,856	100.0%

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 VI (LUXEMBOURG) SCSPPrivate Equity Fund · Last reported May 1, 2026$249MGross asset value

Fund administrator ALTER DOMUS ALTERNATIVE ASSET FUND ADMINISTRATION S.A R.L. GRAND DUCHY OF LUXEMBOURG, Luxembourg Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian ALTER DOMUS DEPOSITARY SERVICES S.A R.L. GRAND DUCHY OF LUXEMBOURG, Luxembourg 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

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

Fund details & source

Fund ID: 805-9041537033
Reported beneficial owners: 16
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 III-B, L.P.Private Equity Fund · Last reported May 1, 2026$249MGross asset value

Form D fundraising filings

Webster Equity Partners III-B, 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: 805-3183947631
Reported beneficial owners: 33
Minimum commitment: $100K
Form D file number: 021-500553

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 OCEANS CO-INVESTMENT FUND, L.P.Private Equity Fund · Last reported May 1, 2026$233MGross 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: 805-3122355607
Reported beneficial owners: 7
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.

WEBSTER CASCADE AGGREGATOR, L.P.Private Equity Fund · Last reported May 1, 2026$226MGross 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: 805-2632961812
Reported beneficial owners: 3
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.

WASQUE II SPE, L.P.Private Equity Fund · Last reported May 1, 2026$193MGross 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: 805-7910575103
Reported beneficial owners: 1
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.

WEBSTER EQUITY PARTNERS IV BRISTOL CF, L.P.Private Equity Fund · Last reported May 1, 2026$115MGross asset value

Form D fundraising filings

Webster Equity Partners IV 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: 805-2643091800
Reported beneficial owners: 18
Minimum commitment: $100K
Form D file number: 021-416790

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.

WE SELECT FUND 3, L.P.Private Equity Fund · Last reported May 1, 2026$113MGross asset value

Form D fundraising filings

WE Select Fund 3, L.P.

Feeder funds

WE SELECT FUND 3 FEEDER, LLC

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: 805-3399704660
Reported beneficial owners: 11
Minimum commitment: $5M
Form D file number: 021-556490

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.