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Waddell & Associates
WADDELL & ASSOCIATES, LLC is an SEC-registered investment adviser in MEMPHIS, TN, registered since 2016. The firm manages $2.4 billion in assets, with $2.3...
Overview
WADDELL & ASSOCIATES, LLC is an SEC-registered investment adviser in MEMPHIS, TN, registered since 2016. The firm manages $2.4 billion in assets, with $2.3 billion on a discretionary basis. It has 21 employees and 9 investment advisers.
General information
Firm type
Single Family Office
Frequently asked questions
Who runs investment decisions at Waddell & Associates?
The firm has not publicly named any principals or investment professionals. Investment decision-making authorities are unknown from available public records.
How does Waddell & Associates source proprietary deal flow?
No information on proprietary deal sourcing is available. The firm does not publicly disclose its deal flow or sourcing methods.
Does Waddell & Associates participate in fund commitments or only direct deals?
There are no public disclosures about Waddell & Associates' investment vehicles. Whether it commits to external funds or makes direct deals is unknown.
What investment stages does Waddell & Associates typically target?
Targeted investment stages are not publicly documented. The firm's strategy is not disclosed in available sources.
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