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 CAPITAL II-QP, L.P.Private Equity Fund · Last reported Mar 26, 2020$895KGross asset value
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian BOSTON PRIVATE BANK & TRUST COMPANY BOSTON, Massachusetts, 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

Fund details & source
Fund ID
805-3623224683
Reported beneficial owners
24
Minimum commitment
$100K
Form D file number
021-114945

Form ADV 1398295 · Mar 26, 2020 · 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 FOUNDERS' FUND L.P.Private Equity Fund · Last reported Mar 26, 2020$262KGross asset value
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian BOSTON PRIVATE BANK & TRUST COMPANY BOSTON, Massachusetts, 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

Fund details & source
Fund ID
805-3417019319
Reported beneficial owners
43
Minimum commitment
$100K
Form D file number
021-56817

Form ADV 1398295 · Mar 26, 2020 · 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 V, LLCOther Private Fund · Last reported Feb 14, 2019$104KGross asset value
Custodian BOSTON PRIVATE BANK & TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2762955262
Reported beneficial owners
8
Minimum commitment
$50K

Form ADV 1276931 · Feb 14, 2019 · 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.

SUNCOINVEST VEHICLE, L.P.Private Equity Fund · Last reported Oct 20, 2025$95.9KGross asset value

Form D fundraising filings

Suncoinvest Vehicle, 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
805-6909496408
Reported beneficial owners
2
Minimum commitment
$100K
Form D file number
021-328980

Form ADV 2022559 · Oct 20, 2025 · 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 JP, LLCOther Private Fund · Last reported Feb 14, 2019$95.3KGross asset value
Custodian BOSTON PRIVATE BANK & TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7257924778
Reported beneficial owners
4
Minimum commitment
$20K

Form ADV 1276931 · Feb 14, 2019 · 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 I, LLCOther Private Fund · Last reported Mar 26, 2020$56.5KGross asset value
Custodian BOSTON PRIVATE BANK & TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4417441537
Reported beneficial owners
13
Minimum commitment
$50K

Form ADV 1398295 · Mar 26, 2020 · 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-B, L.P.Private Equity Fund · Last reported Oct 20, 2025$0Gross 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
805-4853212856
Reported beneficial owners
0
Minimum commitment
$100K

Form ADV 2022559 · Oct 20, 2025 · 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.