THE WATERMILL GROUP

Overview

The Watermill Group is an SEC-registered limited liability company that operates as a manager of pooled investment vehicles, with a stated focus on private equity and real estate strategies. Registered in 2022 and owned by an individual, the firm serves an institutional client base and acts in sponsor/GP and managing-member roles for its pooled vehicles. Its advisory work centers on portfolio management for those funds rather than on retail wealth management or pension consulting. Fee arrangements include fixed fees and performance-based compensation alongside other fee types, consistent with typical private fund economics (management fees plus carry or incentive fees). The firm does not identify itself as an active ESG investor, is not a multistate adviser, and is not positioned as a capital allocator or related adviser to other entities.

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Investments & Alternatives

Location & Offices