WATERVILLE INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- NEEDHAM, Massachusetts
- CRD number
- 314518
- Registered since
- July 2, 2021
Firm profile
FINTRXOverview
Waterville Investment Partners, LLC is a limited liability company that operates in the financial services sector, focusing on investment management. The firm has been registered with the SEC since 2021 and primarily engages in managing pooled investment vehicles. While it does not classify itself under any specific investment category, it serves as a sponsor and managing member of various funds, particularly in the private equity space. The firm does not actively pursue ESG investments and does not operate as a multi-state adviser.
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 1MICHAEL MULDOWNEY
Advisory Board MemberCRD 6424112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEEDHAM, MA
NORFOLK
Location
NEEDHAM, MA
Headquartered in NEEDHAM, 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
- NORFOLK
- Address
- 60 Dedham Ave
- Time zone
- ET (UTC-5)
- Office locations
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