Waycross Partners, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 50
- Avg AUM / client
- $23.7M
- Accounts
- 51
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 12 | $30.3M | 2.56% |
| Investment companies | 2 | $251M | 21.3% |
| Pension and profit sharing plans | 13 | $119M | 10.1% |
| State or municipal government entities | 20 | $778M | 65.8% |
| Corporations and other businesses | 3 | $3.9M | 0.33% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $103M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Waycross Opportunity Fund, L.P. | Hedge Fund | Delaware | $76.9M | 1 |
| Waycross Advantage Fund, Llc | Hedge Fund | Delaware | $19.1M | 1 |
| Waycross Premier Fund, Llc | Hedge Fund | Delaware | $7.2M | 1 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bevin, Matthew, Griswold | President/Sole Member | Sep 2007 (19y) | ≈ 18.75% – 50% via Integrity Holdings, Llc | |
| Thomas, Benjamin, Henry | President/Sole Owner | Dec 2013 (13y) | ≈ 18.75% – 50% via Waycross Holdings, Inc. | |
| Greco, Christopher, James | Chief Executive Officer/Director | Jan 2021 (6y) | 5% – 10% | |
| Herb, Christopher, Scott | Chief Compliance Officer/Director | Feb 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Waycross Holdings, Inc. | Member | Dec 2013 | A | 25% – 50% |
| Integrity Holdings, Llc | Member | Dec 2020 | A | 25% – 50% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bevin, Matthew, Griswold: 75% – 100% of Integrity Holdings, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Thomas, Benjamin, Henry: 75% – 100% of Waycross Holdings, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $103M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Waycross Opportunity Fund, L.P. | Hedge Fund | $76.9M | $1.0M | 1 |
| Waycross Advantage Fund, Llc | Hedge Fund | $19.1M | $1.0M | 1 |
| Waycross Premier Fund, Llc | Hedge Fund | $7.2M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $423M (36% of AUM) Jun 2026
- Pnc Investments Llc $15.1M (8% of AUM) Mar 2022
- Charles Schwab & Co. $4.1M (2% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗