Waterequity LLC
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 281955
- Registered since
- May 28, 2021
- Website
- waterequity.org
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Waterequity LLC is organized as a limited liability company and is registered with the SEC (since 2021). The firm operates as a private equity fund manager and targets institutional clients. Its operating roles include sponsor, general partner, and managing member of pooled investment vehicles, and it performs portfolio management for those pooled vehicles. Waterequity also carries CPO/CTA responsibilities. Fee arrangements combine a percentage-of-AUM component with performance-based compensation and other fee lines. The firm identifies as an active ESG investor. Waterequity is not positioned as a broad capital allocator; instead, it appears to run and manage its own private funds while also engaging third-party alternative managers for specific strategies. Owner composition is listed as domestic entity and individual.
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
3 of 5
Gary White
Co-Founder, CEO, Board ChairmanCRD 6662836

Marie Milligan
SVP, Chief Compliance OfficerCRD 5300368
Lauren Zacchi
Chief Strategy OfficerCRD 8094529
Contacts
3 of 3Aleem Remtula
CRD 7352367
Casey Pessetto
Senior Vice President, FinanceCRD 8309989
William Jacobsen
PrincipalCRD 4463473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kansas City, MO
Jackson
Location
Kansas City, MO
Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 117 W 20th St
- Time zone
- CT (UTC-6)
- Office locations
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