$181.2M Total AUM
$181.2M Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
15 yrs Firm Age
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- Custodian
- Goldman Sachs ยท RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2011
- Office Locations
- 1
Office Locations
-- Madison CT
About WAX Asset Management LLC
Wax Asset Management is a Madison, CT boutique investment manager focused on long-term, value-based equity investing. The firm runs concentrated equity portfolios (with ETF-heavy equity exposure) seeking capital appreciation and improved risk-adjusted returns for retail clients, with custody relationships including Goldman Sachs.
Team overview
-- AVG AGE
$181.2M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EVAN HEATH WAX
Chief Compliance Officer, Managing Member, President
- CRD
- #4694935
- Ownership
- 50% but less than 75%
Available
Available
Available
I
Ingrid Kvam Wax
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,212,966 | $1,449,704 |
| Non-Discretionary | $0 | -- |
| Total | $181,212,966 | $1,449,704 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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