Waterwheel Capital Management
Firm details
- Headquarters
- Athens,
- CRD number
- 289407
- Registered since
- September 13, 2017
- Website
- www.waterwheelcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Waterwheel Capital Management is organized as a limited partnership and has been SEC-registered since 2017. It serves an institutional client base and provides portfolio management for pooled investment vehicles, acting in sponsor and general partner capacities for the funds it manages. Its revenue model combines a percentage-of-AUM fee with performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multistate adviser or pension consultant.
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
2 of 2Michael Degregorio
Financial AdvisorCRD 5456114
John Wollen
PrincipalCRD 2783892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Athens, null
Location
Athens, null
Headquartered in Athens, null.
- Address
- Mitropoleos 3 St
- Office locations
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