Waterstone Advisors LLC

Overview

Waterstone Advisors LLC is a small, fee-based advisory boutique focused on discretionary portfolio management for individuals, families and some institutional clients. The firm leans heavily toward exchange-traded equities and pooled mutual fund exposures rather than multi-layered fund-of-fund or large-scale third‑party allocations. Its reported business model combines AUM-based fees with hourly billing and other fee arrangements, and it does not present itself as a capital allocator to outside alternative managers or as an ESG-focused investor. The practice appears structured to serve a concentrated client base through separately managed account (SMA) style management and direct ETF/equity implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices