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Building 2WATERFIELD ASSET MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-786-1784
NotebookSEC #801-72228
Total AUM
$2.4B
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 BROADWAY, 46TH FLOOR
NEW YORK
NY 10005
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
212-786-1784

ReceiptFinancials

Total AUM
$2.4B
Accounts
4
Discretionary
$132.3M
Accounts
2
Non-Discretionary
$2.3B
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory Proceeding
State Registrations
CADEFLINNY

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

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