The Watermill Group
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 163370
- Registered since
- July 22, 2022
- Website
- www.watermill.com
- Fee structure
- Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
The Watermill Group is a privately held LLC that operates as a manager of pooled investment vehicles, primarily in private equity and select real estate strategies. The firm is SEC-registered (2022) and serves institutional clients rather than individual retail investors. It positions itself as a sponsor/GP and managing member of pooled funds rather than as a broad capital allocator, and it reports portfolio management responsibilities for its funds. Fee arrangements include fixed fees and performance-based fees, among other structures. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Julia Karol
President and COOCRD 6766528
Contacts
2 of 2
Steven Karol
Managing Partner and FounderCRD 6045246
Benjamin Procter
Senior PartnerCRD 6045295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, 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
- Suffolk
- Address
- 321 Newbury St
- Time zone
- ET (UTC-5)
- Office locations
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