Managers/Private equity/Alabama/Waverly Advisors

Waverly Advisors

Waverly Advisors is a private equity manager in Birmingham, AL. It is registered with the SEC as an investment adviser with $29.9B in regulatory assets and 414 staff. It has 5 funds on file, the latest reported in August 2026.

Funds on file
5
Raised, all funds
$25.1M
Regulatory assets
$29.9B
Staff
414
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Aug 2026 BT Select Fund VI LP Private equity $6.9M $25M
Sep 2025 BT Select Fund IV, LP Private equity $1.6M $25M
Sep 2025 BT Select Fund V, LP Private equity $3.1M $25M
Mar 2025 Waverly Growth Fund II, L.P. Private equity $12.5M Not given
Mar 2021 BT Select Fund III, LP Private equity $1M $25M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$29.9B
Employees414
Clients8,621 individuals, 4,302 wealthy individuals, 453 pension plans, 200 companies, 81 charities, 27 private funds, 2 banks, 1 insurer, 1 government and 1 registered fund.
Control personsSean, Paul Bresnan, John, William Copeland, John, Brown Cox, Heath, Ryan Echols, Richard, Paschall Gill, Brent, Joseph Gunn.
Private funds8 private funds holding $225.3M in gross assets.

Private funds it reports

FundTypeGross assets
Waverly Opportunity Fund Other $94.6M
Waverly Opportunity Fund II Other $57.4M
Waverly Growth Fund I Other $29.5M
Waverly Income Fund Other $27M
BT Select Fund I Other $9.1M
HS Select I Other $6.7M
Hfa Real estate $842K
Haines Opportunity Portfolio II, LLC Class A Hedge fund $187.9K