Waterfront Capital Partners LLC

RIASEC Registered
Total AUM
$99.3M
Discretionary
$99.3M
100% of AUM
Avg account
$49.6M
Accounts
2
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
167801
Registered since
October 7, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Waterfront Capital Partners LLC is a limited liability company that manages a pooled hedge fund vehicle for institutional clients. The firm is SEC-registered (initial registration 2013) and operates as a commodity pool operator/commodity trading adviser and as the portfolio manager for its pooled investment vehicle. Its ownership structure is listed as individual ownership and the firm charges both asset-based management fees and performance-based fees. Waterfront is not identified as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
75 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth