Wavelength Capital Management, LLC
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Overview
Wavelength Capital Management, LLC operates as an advisory firm that has its headquarters in Westport, Connecticut. The company has $111.9 million in assets under management over one account, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). It has a small team, including 1 financial advisor. Wavelength Capital Management, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as equities, bonds and options.
Wavelength Capital Management, LLC administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell judgments for the client's account are made by an investment advisor without requiring client permission. The investment advisory firm's average account size is $111.9 million. The average advisor at Wavelength Capital Management, LLC administers around one client account, making it one of the most individualized financial advisor firms in the country.
The firm's main office is located at 21 Bridge Square, Westport, Connecticut 6880. The firm is legally permitted to serve clients across a number of states, including Connecticut and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wavelength Capital Management, LLC by the Numbers
$111.9 million
4
1
$111.9 million
Fee Structure
Fees for financial management usually vary depending on which services the firm provides the client. Fees billed by the company typically consist of the following fee type: asset-based. Wavelength Capital Management, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to investment companies. Wavelength Capital Management, LLC's biggest client group is investment companies. None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wavelength Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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