WATEREQUITY LLC
Firm details
- Headquarters
- KANSAS CITY, Missouri
- CRD number
- 281955
- Registered since
- May 28, 2021
- Website
- waterequity.org
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 5Gary White
Co-Founder, CEO, Board ChairmanCRD 6662836
MARIE MILLIGAN
SVP, Chief Compliance OfficerCRD 5300368
LAUREN ZACCHI
Chief Strategy OfficerCRD 8094529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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