Investment adviser · CRD 107698

WEBSTER PARTNERS

Investment adviser filing (IA)

WEBSTER PARTNERS INC

MINNEAPLOIS, MN, United States · Form ADV filed Mar 19, 2018

Regulatory AUM
$237M
Form ADV · Item 5.F
Client accounts
17
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
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
High-net-worth individuals15$150,824,00063.6%
CharitiesFewer than 5$86,247,00036.4%
IndividualsFewer than 5$00.0%
Banks & thriftsFewer than 5$00.0%
Retirement plansFewer than 5$00.0%
Government entitiesFewer than 5$00.0%
Other investment advisersFewer than 5$00.0%
Insurance companiesFewer than 5$00.0%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Corporations & businessesFewer than 5$00.0%
Other clientsFewer than 5$00.0%
Filing source

Form ADV 1193004 · Mar 19, 2018 · 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

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 19, 2018. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

222 SOUTH 9TH STREET, SUITE 3045
MINNEAPLOIS, MN, 55402-3389, United States

CRD 107698

Filing source

Form ADV 1193004 · Mar 19, 2018 · 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.