Waterequity LLC

RIASEC RegisteredEst. 2021
Total AUM
$450M
Discretionary
$450M
100% of AUM
Avg account
$75M
Accounts
6
Employees
44
Advisory reps
8

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 organized as a limited liability company and is registered with the SEC (since 2021). The firm operates as a private equity fund manager and targets institutional clients. Its operating roles include sponsor, general partner, and managing member of pooled investment vehicles, and it performs portfolio management for those pooled vehicles. Waterequity also carries CPO/CTA responsibilities. Fee arrangements combine a percentage-of-AUM component with performance-based compensation and other fee lines. The firm identifies as an active ESG investor. Waterequity is not positioned as a broad capital allocator; instead, it appears to run and manage its own private funds while also engaging third-party alternative managers for specific strategies. Owner composition is listed as domestic entity and individual.

Assets & Accounts

Investments & Alternatives

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

    Gary White

    Co-Founder, CEO, Board ChairmanCRD 6662836

  • Marie Milligan

    Marie Milligan

    SVP, Chief Compliance OfficerCRD 5300368

  • Lauren Zacchi

    Chief Strategy OfficerCRD 8094529

Unlock 2 more executives

Contacts

3 of 3
  • Aleem Remtula

    CRD 7352367

  • Casey Pessetto

    Senior Vice President, FinanceCRD 8309989

  • William Jacobsen

    PrincipalCRD 4463473

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