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 USPP CO-INVESTMENT FUND, L.P.Private Equity Fund · Last reported May 1, 2026$96.1MGross asset value

Form D fundraising filings

Webster USPP 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
805-5180579621
Reported beneficial owners
8
Minimum commitment
$100K
Form D file number
021-505818

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 STRIDECARE CO-INVESTMENT FUND, L.P.Private Equity Fund · Last reported May 1, 2026$92MGross asset value

Form D fundraising filings

Webster StrideCare 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
805-4665233798
Reported beneficial owners
9
Minimum commitment
$100K
Form D file number
021-522330

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 BRISTOL CF, L.P.Private Equity Fund · Last reported May 1, 2026$54.6MGross asset value

Form D fundraising filings

Webster Equity Partners III 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
805-2081489494
Reported beneficial owners
4
Minimum commitment
$100K
Form D file number
021-416781

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 4, L.P.Private Equity Fund · Last reported May 1, 2026$50.8MGross 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
805-4900508498
Reported beneficial owners
4
Minimum commitment
$5M
Form D file number
021-557907

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 2, L.P.Private Equity Fund · Last reported May 1, 2026$39.8MGross asset value

Form D fundraising filings

WE Select Fund 2, 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
805-7747083292
Reported beneficial owners
6
Minimum commitment
$5M
Form D file number
021-539480

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 1, L.P.Private Equity Fund · Last reported May 1, 2026$38MGross asset value

Form D fundraising filings

WE Select Fund 1, 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
805-1736451035
Reported beneficial owners
3
Minimum commitment
$5M
Form D file number
021-536735

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 II, L.P.Private Equity Fund · Last reported May 1, 2026$18MGross 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
805-8483222108
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.

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.