Warren Averett Asset Management

Company Profile

Warren Averett Asset Management is a fund manager in Birmingham with $5.78 bn assets under management.

Website

Incorporated

Location

Fiscal year end

Industry

SEC CIK

IRS number

631229657

SEC advisor number

801-60741

FINRA CRD number

115332

AUM ?

$5.78 bn (as of 28 Apr 23)

Accounts

6,702 (as of 28 Apr 23)

Employees

83 (46 investment advisory or research)

Address

Warren Averett Asset Management
2500 ACTON ROAD
BIRMINGHAM
AL 35243

Office hours

Monday - Friday, 8:00 AM TO 5:00 PM

Phone

205-979-4100

Brochures

Owner	Title	From	%Ownership
Waam Parent, LLC	Managing Member	01/2022	> 75%
Reidinger, Joshua, Layne	Chief Executive Officer	01/2022	< 5%
Russell, Justin, Thomas	President	01/2022	< 5%
Johnson, Andrea, Wright	Chief Compliance Officer	03/2019	< 5%
Waam Topco, LLC	Managing Member	01/2022	> 75%
Project Charlie Acquisition, LLC	Owner	01/2022	50-75%
Aspire Holdings, LLC	Owner	01/2022	> 75%
HGGC Fund Iv-a, L.P.	Owner	01/2022	> 75%
Lazenby, James, Robert	Chief Financial Officer	01/2022	< 5%
Copeland, John, William	Board of Managers	01/2022
Copeland, John, William	Board of Managers	01/2022
White, Neil, Harley	Board of Managers	01/2022
White, Neil, Harley	Board of Managers	01/2022
White, Neil, Harley	Board of Managers	01/2022
Roesch, Matthew, David	Board of Managers	01/2022
Roesch, Matthew, David	Board of Managers	01/2022
Young, Jon, Steven	Board of Managers	01/2022
Lawson, Richard, Franklin	Board of Managers	01/2022
Reidinger, Joshua, Layne	Board of Managers	01/2022
Russell, Justin, Thomas	Board of Managers	01/2022
Bresnan, Sean, Paul	Board of Managers	01/2022
Gill, Richard, Paschall	Board of Managers	01/2022
Cox, John, Brown	Chief Investment Officer of Public Markets	04/2017	< 5%
Snell, Justin, Howell	Chief Operating Officer	07/2022	< 5%
McDaniel, William, Clay	Chief Investment Officer of Private Markets	07/2022	< 5%
Echols, Heath, Ryan	Chief Technology Officer	01/2022	< 5%
Gunn, Brent, Joseph	Chief Information Officer	03/2023	< 5%

Fund structure	AUM	Fund type
Waverly Advisors, LLC	$5.78 bn
BT Opportunity Fund II, LP	$58.65 mm	Other Private Fund
BT Opportunity Fund, LP	$95.70 mm	Other Private Fund
BT Select Fund I LP	$10.79 mm	Other Private Fund
Haines Opportunity Portfolio II, LLC Class a	$13.07 k	Hedge Fund
Hfa, LTD	$527.35 k	Real Estate Fund
HS Select I, LLC	$16.40 mm	Other Private Fund
Wa Growth Fund I, LP	$4.05 mm	Other Private Fund
Wa Income Fund, LP	$7.61 mm	Other Private Fund