WATEREQUITY LLC

RIASEC RegisteredEst. 2021
Total AUM
$450M
Discretionary
$450M
100% of AUM
Avg account
$75M
Accounts
6
Employees
44
Advisory reps
5

Firm details

Headquarters
KANSAS CITY, Missouri
CRD number
281955
Registered since
May 28, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Waterequity LLC is an SEC-registered limited liability company (registered in 2021) that operates as a private equity fund manager serving institutional clients. The firm lists CPO/CTA activities and provides portfolio management for pooled investment vehicles, and it acts in sponsor/GP/managing member roles for pooled structures rather than functioning as a traditional capital allocator. Fee arrangements include asset-based fees, performance-linked compensation and other fee components. Waterequity identifies as an active ESG investor, indicating ESG factors are part of its investment approach.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Gary White

    Co-Founder, CEO, Board ChairmanCRD 6662836

  • MARIE MILLIGAN

    SVP, Chief Compliance OfficerCRD 5300368

  • LAUREN ZACCHI

    Chief Strategy OfficerCRD 8094529

Unlock 2 more executives

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

KANSAS CITY, MO

JACKSON

Location

KANSAS CITY, MO

Headquartered in KANSAS CITY, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JACKSON
Address
117 W 20th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth