Water Island Capital, LLC

RIASEC RegisteredEst. 2000

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$174M

Accounts

7

Employees

26

Advisory reps

8

Firm details

Headquarters: New York, New York
CRD number: 113358
Registered since: March 17, 2000
Website: waterislandcapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies97.72%
Pooled Investment Vehicles2.28%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Water Island Capital, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2000. The firm serves institutional clients and acts in roles typical for active fund sponsors — it is identified as a CPO/CTA and provides portfolio management for investment companies and pooled investment vehicles. Its compensation combines a percentage-of-assets model with performance-based fees, and it does not describe itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 4

Matthew Osowiecki
Co-Chief Investment OfficerCRD 5228242
Philip Channen
Chief Compliance OfficerCRD 4814848
John Orrico
Chief Investment OfficerCRD 1189995

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Contacts

3 of 4

Eric Casadei
DirectorCRD 4207268
Carolyn Buntic
Senior DirectorCRD 2807649
Justin Dunleavy
Management Committee MemberCRD 5082457

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 104 5th Ave
Time zone: ET (UTC-5)
Office locations

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