WATERMARK GROUP, INC.

Overview

Watermark Group, Inc. is a corporation that operates as a hedge fund manager and commodity pool/commodity trading adviser focused on institutional clients. The firm is SEC-registered (since 1990) and structures its client relationships with a mix of asset-based fees and performance-based compensation, reflecting an emphasis on delivering absolute or relative outperformance. As a portfolio manager for pooled investment vehicles, Watermark runs pooled hedge fund strategies and also allocates to third-party alternative managers; it is not positioned as a broad capital allocator. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser. Its business model centers on running pooled vehicles—consistent with CPO/CTA activity—and the investment approach leans on strategies typical of hedge fund managers, including use of derivatives and manager-driven, performance-oriented mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices