Water Dog Asset Management LLC

Overview

Water Dog Asset Management LLC is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm uses a percentage-of-AUM fee model and concentrates client mandates around equity exposure, with a clear preference for exchange-traded instruments. Water Dog is not an active ESG investor, does not position itself as a capital allocator to external private funds, and operates primarily as a single-state advisory practice established in 2017. Advisory services are delivered across both discretionary and non-discretionary arrangements. The mix of non-discretionary assets suggests the firm frequently provides ongoing advice and model guidance while leaving final trading authority with clients in many relationships. Given the clientele and asset profile, the firm’s investment program appears oriented toward liquid, easily traded equity strategies rather than extensive private alternative deployments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices