WATER ISLAND CAPITAL, LLC
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
FINTRXOverview
Water Island Capital, LLC is a limited liability company that provides institutional portfolio management and operates as a commodity pool operator/commodity trading advisor. The adviser has been SEC-registered since 2000 and structures fees as a combination of a percentage of assets under management and performance-based compensation. Its advisory work centers on managing pooled investment vehicles and investment companies rather than acting as a third-party capital allocator. The firm does not identify as an active ESG investor and appears to serve a concentrated, institutional client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4MATTHEW OSOWIECKI
Co-Chief Investment OfficerCRD 5228242
PHILIP CHANNEN
Chief Compliance OfficerCRD 4814848
JOHN ORRICO
Chief Investment OfficerCRD 1189995
Contacts
3 of 4ERIC CASADEI
DirectorCRD 4207268
CAROLYN BUNTIC
Senior DirectorCRD 2807649
JUSTIN DUNLEAVY
Management Committee MemberCRD 5082457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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