Waverly Income Fund, LP updates its Form D — $74.9M sold
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
Sold rose from $63.5M to $74.9M (+$11.3M) in 10 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2025-10-06 | D/A | $64.4M | 106 | |
| 2026-10-06 | D/A | $63.5M | 106 | −$885K |
| 2026-10-16 | D/A | $74.9M | 106 | +$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 →
Waverly Income Fund, LP updates its Form D — $64.4M sold
Registered adviser
probable match- Registration
- SEC-registered adviser · since 2001-11-30
- Regulatory AUM
- $29.9B
- Employees
- 414
- Private funds on Form ADV
- 19
- Office
- Birmingham, AL
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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 McDaniel | Executive 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, Placement agent / capital introduction, Custodian / prime broker.
Filing contact
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