Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Webster Equity Partners, L.P.
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
DAVID P MALMDirect owner · Schedule AInterest in WEBSTER EQUITY PARTNERS, L.P.
75%+
WASQUE PARTNERS SPE L.P.Direct owner · Schedule AInterest in WEBSTER EQUITY PARTNERS, L.P.
25% to < 50%
WILMA STRATEGIC SPE LPDirect owner · Schedule AInterest in WEBSTER EQUITY PARTNERS, L.P.
10% to < 25%
Doug Leon WilliamsDirect owner · Schedule AInterest in WEBSTER EQUITY PARTNERS, L.P.
< 5%
WEBSTER EQUITY PARTNERS GP, LLCDirect owner · Schedule AInterest in WEBSTER EQUITY PARTNERS, L.P.
< 5%
WASQUE PARTNERS LLCIndirect owner · Schedule BInterest in WASQUE PARTNERS GP LLC
75%+
DOUGLAS L WILLIAMS DECLARATION OF TRUST DATED JANUARY 8, 2015, AS AMENDEDIndirect owner · Schedule BInterest in DLW WEP INVESTMENTS, LLC
75%+
LANDMARK ACQUISITION FUND 26 MEND, L.P.Indirect owner · Schedule BInterest in WASQUE PARTNERS SPE L.P.
75%+
LANDMARK EQUITY PARTNERS XVI, L.P.Indirect owner · Schedule BInterest in LANDMARK ACQUISITION FUND 26 MEND, L.P.
75%+
LANDMARK PARTNERS LLCIndirect owner · Schedule BInterest in LANDMARK EQUITY ADVISORS LLC
75%+
ARES MANAGEMENT LLCIndirect owner · Schedule BInterest in LANDMARK PARTNERS LLC
75%+
ARES MANAGEMENT HOLDINGS L.P.Indirect owner · Schedule BInterest in ARES MANAGEMENT LLC
75%+
ARES MANAGEMENT CORPORATIONIndirect owner · Schedule BInterest in ARES HOLDCO LLC
75%+
ARES HOLDINGS LPIndirect owner · Schedule BInterest in ARES MANAGEMENT HOLDINGS L.P.
75%+
DAVID P. MALM TRUST DATED 3/4/2003, AS AMENDEDIndirect owner · Schedule BInterest in MOONRAKER, LLC
75%+
DAVID P MALMIndirect owner · Schedule BInterest in WASQUE PARTNERS LLC
50% to < 75%
ARES OWNERS HOLDINGS L.P.Indirect owner · Schedule BInterest in ARES HOLDINGS LP
50% to < 75%
WILMA STRATEGIC PARTNERS, LLCIndirect owner · Schedule BInterest in WILMA STRATEGIC PARTNERS GP, LLC
50% to < 75%
MOONRAKER, LLCIndirect owner · Schedule BInterest in WASQUE PARTNERS LLC
50% to < 75%
Doug Leon WilliamsIndirect owner · Schedule BInterest in WASQUE PARTNERS LLC
25% to < 50%
DLW WEP INVESTMENTS, LLCIndirect owner · Schedule BInterest in WASQUE PARTNERS LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Webster Equity Partners, L.P..
Reported ownership and control details
Form ADV · Filing date 2026-05-01 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | DAVID P MALMMANAGING PARTNERIndividual | WEBSTER EQUITY PARTNERS, L.P. | 75% or moreCode E | Yes | MANAGING PARTNER02/2018 | Schedule APDF page 139 |
| 2 | Doug Leon WilliamsMANAGING PARTNER & CHIEF OPERATING OFFICERIndividual | WEBSTER EQUITY PARTNERS, L.P. | Less than 5%Code NA | Yes | MANAGING PARTNER & CHIEF OPERATING OFFICER03/2021 | Schedule APDF page 139 |
| 3 | WASQUE PARTNERS SPE L.P.MEMBERDomestic entity | WEBSTER EQUITY PARTNERS, L.P. | 25% to less than 50%Code C | Yes | MEMBER04/2021 | Schedule APDF page 139 |
| 4 | Joseph Bernard FarinaCFO - FUNDSIndividual | WEBSTER EQUITY PARTNERS, L.P. | Less than 5%Code NA | Yes | CFO - FUNDS10/2023 | Schedule APDF page 139 |
| 5 | WEBSTER EQUITY PARTNERS GP, LLCGENERAL PARTNERDomestic entity | WEBSTER EQUITY PARTNERS, L.P. | Less than 5%Code NA | Yes | GENERAL PARTNER12/2022 | Schedule APDF page 139 |
| 6 | WILMA STRATEGIC SPE LPMEMBERDomestic entity | WEBSTER EQUITY PARTNERS, L.P. | 10% to less than 25%Code B | No | MEMBER01/2025 | Schedule APDF page 139 |
| 7 | KENNETH VERNON RAGLANDCFO - MANAGEMENT COMPANYIndividual | WEBSTER EQUITY PARTNERS, L.P. | Less than 5%Code NA | Yes | CFO - MANAGEMENT COMPANY09/2025 | Schedule APDF page 139 |
| 8 | HARRY GORDON CHRISTIAN BROWNGENERAL COUNSEL & CHIEF COMPLIANCE OFFICERIndividual | WEBSTER EQUITY PARTNERS, L.P. | Less than 5%Code NA | Yes | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER05/2026 | Schedule APDF page 139 |
| 9 | WASQUE PARTNERS GP LLCGENERAL PARTNERDomestic entity | WASQUE PARTNERS SPE L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER03/2021 | Schedule BPDF page 139 |
| 10 | WASQUE PARTNERS LLCMANAGING MEMBERDomestic entity | WASQUE PARTNERS GP LLC | 75% or moreCode E | Yes | MANAGING MEMBER03/2021 | Schedule BPDF page 139 |
| 11 | DAVID P MALMMANAGING MEMBERIndividual | WASQUE PARTNERS LLC | 50% to less than 75%Code D | Yes | MANAGING MEMBER03/2021 | Schedule BPDF page 139 |
| 12 | Doug Leon WilliamsMANAGING MEMBERIndividual | WASQUE PARTNERS LLC | 25% to less than 50%Code C | Yes | MANAGING MEMBER03/2021 | Schedule BPDF page 139 |
| 13 | DOUGLAS L WILLIAMS DECLARATION OF TRUST DATED JANUARY 8, 2015, AS AMENDEDMEMBERDomestic entity | DLW WEP INVESTMENTS, LLC | 75% or moreCode E | Yes | MEMBER11/2024 | Schedule BPDF page 139 |
| 14 | Doug Leon WilliamsTRUSTEEIndividual | DOUGLAS L WILLIAMS DECLARATION OF TRUST DATED JANUARY 8, 2015, AS AMENDED | Percentage not specifiedCode F | Yes | TRUSTEE01/2015 | Schedule BPDF page 140 |
| 15 | LANDMARK ACQUISITION FUND 26 MEND, L.P.LIMITED PARTNERDomestic entity | WASQUE PARTNERS SPE L.P. | 75% or moreCode E | Yes | LIMITED PARTNER03/2021 | Schedule BPDF page 140 |
| 16 | LANDMARK EQUITY PARTNERS XVI-GP, L.P.GENERAL PARTNERDomestic entity | LANDMARK ACQUISITION FUND 26 MEND, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER03/2021 | Schedule BPDF page 140 |
| 17 | LANDMARK EQUITY PARTNERS XVI, L.P.LIMITED PARTNERDomestic entity | LANDMARK ACQUISITION FUND 26 MEND, L.P. | 75% or moreCode E | Yes | LIMITED PARTNER03/2021 | Schedule BPDF page 140 |
| 18 | LANDMARK EQUITY ADVISORS LLCGENERAL PARTNERDomestic entity | LANDMARK EQUITY PARTNERS XVI-GP, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/1998 | Schedule BPDF page 140 |
| 19 | LANDMARK PARTNERS LLCMEMBERDomestic entity | LANDMARK EQUITY ADVISORS LLC | 75% or moreCode E | Yes | MEMBER04/2011 | Schedule BPDF page 140 |
| 20 | ARES MANAGEMENT LLCMEMBERDomestic entity | LANDMARK PARTNERS LLC | 75% or moreCode E | Yes | MEMBER08/2021 | Schedule BPDF page 140 |
| 21 | ARES MANAGEMENT HOLDINGS L.P.MEMBERDomestic entity | ARES MANAGEMENT LLC | 75% or moreCode E | Yes | MEMBER12/2010 | Schedule BPDF page 140 |
| 22 | ARES HOLDCO LLCGENERAL PARTNERDomestic entity | ARES MANAGEMENT HOLDINGS L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER07/2016 | Schedule BPDF page 140 |
| 23 | ARES MANAGEMENT CORPORATIONMEMBERDomestic entity | ARES HOLDCO LLC | 75% or moreCode E | Yes | MEMBER03/2021 | Schedule BPDF page 140 |
| 24 | ARES HOLDINGS LPLIMITED PARTNERDomestic entity | ARES MANAGEMENT HOLDINGS L.P. | 75% or moreCode E | Yes | LIMITED PARTNER12/2010 | Schedule BPDF page 140 |
| 25 | ARES OWNERS HOLDINGS L.P.LIMITED PARTNERDomestic entity | ARES HOLDINGS LP | 50% to less than 75%Code D | Yes | LIMITED PARTNER05/2007 | Schedule BPDF page 140 |
| 26 | ARES PARTNERS HOLDCO LLCGENERAL PARTNERDomestic entity | ARES OWNERS HOLDINGS L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER05/2014 | Schedule BPDF page 140 |
| 27 | DLW WEP INVESTMENTS, LLCMEMBERDomestic entity | WASQUE PARTNERS LLC | 25% to less than 50%Code C | Yes | MEMBER11/2024 | Schedule BPDF page 140 |
| 28 | WILMA STRATEGIC PARTNERS GP, LLCGENERAL PARTNERDomestic entity | WILMA STRATEGIC SPE LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER01/2025 | Schedule BPDF page 140 |
| 29 | WILMA STRATEGIC PARTNERS, LLCMANAGING MEMBERDomestic entity | WILMA STRATEGIC PARTNERS GP, LLC | 50% to less than 75%Code D | Yes | MANAGING MEMBER01/2025 | Schedule BPDF page 140 |
| 30 | DAVID P. MALM TRUST DATED 3/4/2003, AS AMENDEDMEMBERDomestic entity | MOONRAKER, LLC | 75% or moreCode E | Yes | MEMBER12/2025 | Schedule BPDF page 140 |
| 31 | DAVID P MALMTRUSTEEIndividual | DAVID P. MALM TRUST DATED 3/4/2003, AS AMENDED | Percentage not specifiedCode F | Yes | TRUSTEE03/2003 | Schedule BPDF page 140 |
| 32 | MOONRAKER, LLCMEMBERDomestic entity | WASQUE PARTNERS LLC | 50% to less than 75%Code D | Yes | MEMBER12/2025 | Schedule BPDF page 140 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 5/1/2026 1:08:18 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.