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Webster Equity Partners

SEC-registered adviser since 2012Waltham, MACRD 156729

$10.3B
AUM
25
Clients
See fees
Fee
22
Advisory staff

From Form ADV filed 1 May 2026 · data retrieved 15 October 2026SEC record

Webster Equity Partners is an investment adviser headquartered in Waltham, Massachusetts, and registered with the SEC since 2012. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. David Malm owns 75% or more of Webster Equity Partners.

Clients

Webster Equity Partners serves 25 clients. The average client has about $413 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles25 clients100%
Show client breakdown
Pooled investment vehicles
Clients
25
Regulatory AUM
$10,313,544,856
Share
100.0%
Avg. per client
$412.5M

Total

Clients
25
Regulatory AUM
$10,313,544,856
Share
100%
Avg. per client
$412.5M

What it does

Webster Equity Partners provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Webster Equity Partners advises 27 private funds.

100.0% of assets ($10.31B across 25 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Webster Equity Partners has custody of client assets.

Managed account assets by custodian
  • All other custodians$10.31B100%

Ownership and leadership

David Malm owns 75% or more of Webster Equity Partners.

Who owns the firm
Webster Equity Partners, L.P.· the adviser

  • David Malm

    Control person · since February 2018

    Owns 75% or more of Webster Equity Partners, L.P.

  • Wasque Partners Spe L.P.

    Control person · since April 2021

    Owns 25% to 50% of Webster Equity Partners, L.P.

  • Wilma Strategic Spe LP

    since January 2025

    Owns 10% to 25% of Webster Equity Partners, L.P.

Leadership

  • Doug Williams
    Managing Partner & Chief Operating Officer
  • Harry Brown
    General Counsel & Chief Compliance Officer
  • Joseph Farina
    CFO - Funds
  • David Malm
    Managing Partner
  • Kenneth Ragland
    CFO - Management Company

Staff

  • 36 employees
  • 22 in advisory functions

Fees

Webster Equity Partners is paid through a percentage of assets under management and performance-based fees.

Webster Equity Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Webster Equity Partners has 2 offices, with 3 listed addresses across 2 states.

Listed office addresses by state

Massachusetts · 1 listed address

  • 950 Winter Street, North Entrance, 4th Floor, WalthamHQ

Registration details

Legal name
Webster Equity Partners, L.P.
Headquarters
950 Winter Street, North Entrance, 4th Floor, Waltham, MA 02451
Phone
781-419-1515
Website
websterequitypartners.com
SEC file
801-74188
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Webster Equity Partners have?

Webster Equity Partners has 25 clients and manages $10.3 billion for them, as of May 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 May 2026

What services does Webster Equity Partners offer?

Webster Equity Partners provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Webster Equity Partners have?

Webster Equity Partners has 0 investment adviser representatives registered with state securities authorities, out of 36 employees, and 22 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Webster Equity Partners?

Webster Equity Partners is owned through a chain of holding companies by Doug Williams, Douglas L Williams Declaration of Trust Dated January 8, 2015, As Amended, Landmark Equity Partners Xvi, L.P., Ares Management Corporation, Wilma Strategic Partners, LLC and David P. Malm Trust Dated 3/4/2003, As Amended. Its direct owners are David Malm (75% or more), Wasque Partners Spe L.P. (25% to 50%) and Wilma Strategic Spe LP (10% to 25%).

Source: Form ADV Part 1A, Schedules A and B, filed 1 May 2026

How does Webster Equity Partners get paid?

Webster Equity Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 1 May 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 156729.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Webster Equity Partners, L.P. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.