WATERSHIP PRIVATE CAPITAL MANAGEMENT, LLC

Overview

Watership Private Capital Management, LLC is a small, independent registered investment adviser organized as an LLC. The firm positions itself as a capital allocator and provides a mix of financial planning and portfolio management for individuals, small businesses and institutional entities. Services listed include financial planning, discretionary portfolio management for individuals and businesses, pension consulting, and the selection of other advisers — indicating the firm combines direct portfolio management with the ability to hire or recommend outside asset managers. Fee arrangements are flexible: the firm uses percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suggests it can serve both ongoing wealth-management relationships and project-based planning work. Watership is not identified as an active ESG investor and is not designated as a multi-state adviser. The firm reports an industry affiliation with an insurance company, which may reflect a competence or distribution relationship around insurance-based solutions.

Assets & Accounts

Location & Offices