Waystone Asset Management (USA) LLC
SEC RegisteredNavigate Complexity with Certainty
About the firm
Waystone is a leading provider of specialist services to the global asset management industry. The firm offers a variety of services that build, support, and protect investment structures and strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Regulated Fund Solutions, Administration Solutions, Cayman Solutions, Compliance Solutions, and Waystone ETFs (including white label ETF platform and UCITS fund platforms)
Who they serve
The global asset management industry
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $743M |
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Waystone Asset Management (USA) LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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