A complete list of active advisors currently associated with Wavelet Capital

Warmer can help you find a great advisor at Wavelet Capital or one who fits your needs even better.

Wavelet Capital is a state-registered investment adviser that provides discretionary investment management primarily through separately managed accounts and also offers non‑discretionary investment consulting to qualified investors, including high‑net‑worth individuals, trusts, and institutional entities. The firm charges asset‑based management fees (a common practice among investment managers) and may enter into performance‑based compensation arrangements with eligible clients. The firm pursues a long/short equity strategy focused on U.S. equities and related derivative instruments, combining bottom‑up fundamental research, proprietary earnings models, and a high idea‑velocity process to identify undervalued and overvalued securities. Portfolios may use options, leverage, significant short exposure, and a range of risk‑management techniques, and investment programs can be tailored to client objectives and governing documents. Noteworthy features relative to many peers include the firm’s small, single‑advisor structure and its status as a newly formed adviser with no clients or client assets at the brochure approval date, and its stated willingness to trade small‑ and mid‑cap names, distressed or over‑the‑counter securities, and concentrated positions. The combination of SMA focus, active use of derivatives, leverage and shorting, and availability of performance‑based fee arrangements (with contractual protections such as a high‑water mark) sets its operating profile apart from many managers that primarily run pooled vehicles.

To learn more about the advisors currently working at Wavelet Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.