Waddell & Associates

Waddell & Associates, LLC is a family office with limited public disclosures on its leadership, strategy, and scale.

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 billion on a discretionary basis. It has 21 employees and 9 investment advisers.

General information

Firm type

Single Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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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.

Is Waddell & Associates structured as a single family office or does it operate more like a venture firm?

The firm is described as an LLC, consistent with a family office structure. Public records do not indicate a venture firm or asset manager style operation.

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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