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Building 2WATER ASSET MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-754-5132
NotebookSEC #801-70607
Total AUM
$780.9M
Employees
16
Clients
405

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 MADISON AVE
SUITE 11B
NEW YORK
NY 10017
United States
Operating Hours
8AM-6PM
Monday - Friday
Phone
212-754-5132

ReceiptFinancials

Total AUM
$780.9M
Accounts
405
Discretionary
$780.9M
Accounts
405
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$4.4M
HNW Individual Clients
289
AUM
$256.7M
Pooled Vehicle Clients
66
AUM
$238.1M
Pension/Profit Sharing Plan Clients
4
AUM
$15M
Charitable Organization Clients
1
AUM
$1.3M
Government Entity Clients
4
AUM
$195.2M
Corporation or Business Clients
5
AUM
$24.3M
Other Clients
17
AUM
$46M
Description of Other Clients
FOUNDATION

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONVNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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