FormDSignal
22

Waverly Income Fund, LP updates its Form D — $64.4M sold

Fund raise update · Private credit · Open-ended · ATLANTA, GA · Form D/A filed 2025-10-06 · all Waverly Income vehicles

How this compares

  • Across 66 private credit sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 5 months.
  • No earlier fund launch by this sponsor appears on EDGAR.

Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.

Raise progress

FiledFormSoldInvestorsChange
2025-10-06D/A$64.4M106
2026-10-06D/A$63.5M106−$885K
2026-10-16D/A$74.9M106+$11.3M

Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.

Waverly Income on EDGAR

Earlier and related filings by the same issuer and sponsor. All Waverly Income vehicles →

Registered adviser

probable match

WAVERLY ADVISORS, LLC

Registration
SEC-registered adviser · since 2001-11-30
Regulatory AUM
$29.9B
Employees
414
Private funds on Form ADV
19
Office
Birmingham, AL

Website and main-office phone from Form ADV. Subscribe to unlock

This fund on Form ADV

This fund already appears on the adviser's Schedule D: gross assets, investor count and the administrator, auditor and custodian named on it. Subscribe to unlock

Service providers on the adviser's other funds

The administrator, auditor, custodian and prime broker named on this adviser's 18 other funds: whether a new mandate here is a displacement or a greenfield. Subscribe to unlock

Other Form D filings by this adviser

6 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock

People on the filing

Clay McDanielExecutive Officer

[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers

Signed by Clay McDaniel, Chief Investment Officer.

Why now — by persona

Relevant to: Fund audit & tax, Fund administrator.

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans.