WATERLINE VENTURES, LLC
Firm details
- Headquarters
- CAMBRIDGE, Massachusetts
- CRD number
- 173281
- Registered since
- March 31, 2020
- Website
- waterlineventures.com
Firm profile
FINTRXOverview
Waterline Ventures, LLC is a limited liability company that operates as a sponsor and general partner of pooled investment vehicles. Registered with the SEC in 2020, the firm is structured around managing venture capital funds rather than running retail advisory accounts. The firm’s regulatory profile shows a single-owner structure (owner type: individual) and an “unclassified” advisory classification; it is not identified as an active ESG investor, multi-state adviser, pension consultant, or independent capital allocator. Investment activity centers on venture capital: Waterline Ventures structures and manages pooled funds that take private equity stakes in early-stage companies. As a GP/sponsor, the firm’s primary role is fund formation, deal sourcing, portfolio management and oversight of the fund lifecycle rather than acting as a traditional wealth manager to individual accounts. The firm’s setup and disclosures indicate a focused, fund-based operating model with emphasis on illiquid, high-conviction investments typical to venture strategies.
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
Contacts
1 of 1ROBERT GREENGLASS
PartnerCRD 5384192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CAMBRIDGE, MA
MIDDLESEX
Location
CAMBRIDGE, MA
Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 44 Brattle St
- Time zone
- ET (UTC-5)
- Office locations
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