Overview
Assets Under Management: $665 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 276
Average Client Assets: $903,503
Frequently Asked Questions
WATER ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151508), WATER ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WATER ASSET MANAGEMENT, LLC is headquartered in NEW YORK, NY.
WATER ASSET MANAGEMENT, LLC serves 276 high-net-worth clients according to their SEC filing dated April 26, 2024. View client details ↓
According to their SEC Form ADV, WATER ASSET MANAGEMENT, LLC offers portfolio management for pooled investment vehicles and portfolio management for institutional clients. View all service details ↓
WATER ASSET MANAGEMENT, LLC manages $665 million in client assets according to their SEC filing dated April 26, 2024.
According to their SEC Form ADV, WATER ASSET MANAGEMENT, LLC serves pooled investment vehicles and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 276
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.42
Average High-Net-Worth Client Assets: $903,503
Total Client Accounts: 376
Discretionary Accounts: 376
Regulatory Filings
CRD Number: 151508
Last Filing Date: 2024-04-26 00:00:00
Website: https://waterinv.com