NEW WATER CAPITAL, L.P.

RIASEC RegisteredEst. 2015
Total AUM
$454M
Discretionary
$454M
100% of AUM
Avg account
$75.7M
Accounts
6
Employees
12
Advisory reps
2

Firm details

Headquarters
BOCA RATON, Florida
CRD number
226608
Registered since
May 20, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New Water Capital, L.P. is a private equity limited partnership formed in 2015 and registered with the SEC. The firm operates primarily as an advisor to pooled investment vehicles, targeting institutional clients. Its fee model combines a percentage-based management fee with performance-based compensation. New Water Capital does not present itself as an active ESG investor and is not registered as a multi-state adviser. Ownership is listed as a mix of a domestic entity and individual ownership. The firm also acts in sponsor and general partner roles for pooled vehicles it manages.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • GEORGE MCGEE

    Managing PartnerCRD 2781208

  • JASON NEIMARK

    Partner, FounderCRD 2696965

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
2424 N Federal Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth